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 | $114,432 | $154,228-25.8% | $145,433-21.3% | $137,256-16.6% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 14.29% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,648 | $4,804-24.1% | $4,554-19.9% | $4,156-12.2% |
| Participant deferral / active EE | $7,915 | $8,216-3.7% | $7,897+0.2% | $6,407+23.5% |
| Admin fee / account holder | $24,204 | $14,344+68.7% | $13,129+84.4% | $12,270+97.3% |