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 | $126,561 | $114,381+10.6% | $107,525+17.7% | $142,382-11.1% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 11.78% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,866 | $4,015+46.1% | $3,754+56.3% | $4,299+36.4% |
| Participant deferral / active EE | $3,574 | $5,564-35.8% | $5,116-30.1% | $6,507-45.1% |
| Admin fee / account holder | $3,187 | $9,860-67.7% | $8,919-64.3% | $12,624-74.8% |