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 | $141,328 | $117,983+19.8% | $101,794+38.8% | $142,382-0.7% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 13.67% | 36.92%-23.2pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,717 | $2,773-2.0% | $2,289+18.7% | $4,299-36.8% |
| Participant deferral / active EE | $3,938 | $4,714-16.5% | $4,084-3.6% | $6,507-39.5% |
| Admin fee / account holder | $17,150 | $10,433+64.4% | $8,777+95.4% | $12,624+35.9% |