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 | $120,269 | $112,096+7.3% | $95,952+25.3% | $158,922-24.3% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 15.52% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,221 | $3,198-61.8% | $2,541-51.9% | $4,761-74.3% |
| Participant deferral / active EE | $3,454 | $4,784-27.8% | $4,167-17.1% | $5,982-42.3% |
| Admin fee / account holder | $10,237 | $10,130+1.0% | $6,795+50.6% | $11,246-9.0% |