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 | $126,849 | $114,381+10.9% | $107,525+18.0% | $142,382-10.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.46% | 242.71%-224.2pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,485 | $4,015-13.2% | $3,754-7.1% | $4,299-18.9% |
| Participant deferral / active EE | $10,663 | $5,564+91.6% | $5,116+108.4% | $6,507+63.9% |
| Admin fee / account holder | $702 | $9,860-92.9% | $8,919-92.1% | $12,624-94.4% |