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 | $141,187 | $192,717-26.7% | $142,449-0.9% | $139,434+1.3% |
| Participation rate | 78.9% | 81.5%-2.5pp | 76.8%+2.2pp | 80.3%-1.4pp |
| Annual return | 16.36% | 17.99%-1.6pp | 19.99%-3.6pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,854 | $5,806-50.8% | $4,847-41.1% | $4,751-39.9% |
| Participant deferral / active EE | $3,301 | $7,208-54.2% | $6,283-47.5% | $6,710-50.8% |
| Admin fee / account holder | $3,492 | $15,124-76.9% | $10,011-65.1% | $11,403-69.4% |