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 | $77,525 | $69,515+11.5% | $86,874-10.8% | $85,850-9.7% |
| Participation rate | 71.9% | 66.3%+5.6pp | 71.6%+0.3pp | 69.3%+2.6pp |
| Annual return | 14.88% | 20.12%-5.2pp | 63.52%-48.6pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,328 | $1,880-29.4% | $2,495-46.8% | $2,565-48.2% |
| Participant deferral / active EE | $3,038 | $2,919+4.1% | $3,699-17.9% | $3,952-23.1% |
| Admin fee / account holder | $2,884 | $5,972-51.7% | $5,828-50.5% | $6,260-53.9% |