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 | $127,213 | $80,968+57.1% | $96,544+31.8% | $75,163+69.2% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 19.46% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,419 | $2,282+6.0% | $2,965-18.4% | $2,670-9.4% |
| Participant deferral / active EE | $4,745 | $3,928+20.8% | $4,851-2.2% | $4,125+15.0% |
| Admin fee / account holder | $4,536 | $6,724-32.5% | $8,252-45.0% | $5,651-19.7% |