See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,675 | $94,338+4.6% | $100,534-1.8% | $142,382-30.7% |
| Participation rate | 76.9% | 81.7%-4.8pp | 80.6%-3.7pp | 80.1%-3.2pp |
| Annual return | 16.07% | 29.20%-13.1pp | 32.66%-16.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,494 | $4,237-41.1% | $4,346-42.6% | $4,299-42.0% |
| Participant deferral / active EE | $4,675 | $5,934-21.2% | $6,144-23.9% | $6,507-28.1% |
| Admin fee / account holder | $10,745 | $8,421+27.6% | $7,654+40.4% | $12,624-14.9% |