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 | $144,883 | $162,781-11.0% | $133,956+8.2% | $158,922-8.8% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 11.75% | 41.94%-30.2pp | 45.09%-33.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,129 | $5,911+37.5% | $5,048+61.0% | $5,982+35.9% |
| Admin fee / account holder | $4,453 | $11,736-62.1% | $8,927-50.1% | $11,246-60.4% |