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 | $125,891 | $162,781-22.7% | $133,956-6.0% | $158,922-20.8% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 17.72% | 41.94%-24.2pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,131 | $4,975-57.2% | $3,919-45.6% | $4,761-55.2% |
| Participant deferral / active EE | $8,267 | $5,911+39.9% | $5,048+63.8% | $5,982+38.2% |
| Admin fee / account holder | $1,423 | $11,736-87.9% | $8,927-84.1% | $11,246-87.3% |