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 | $129,819 | $131,829-1.5% | $108,579+19.6% | $273,961-52.6% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 10.27% | -91.57%+101.8pp | -51.70%+62.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,860 | $4,912-41.8% | $3,758-23.9% | $4,869-41.3% |
| Participant deferral / active EE | $2,473 | $5,127-51.8% | $4,311-42.6% | $5,287-53.2% |
| Admin fee / account holder | $12,624 | $10,252+23.1% | $7,645+65.1% | $10,132+24.6% |