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 | $138,679 | $185,822-25.4% | $169,993-18.4% | $139,434-0.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 12.20% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,200 | $7,590-71.0% | $6,785-67.6% | $4,751-53.7% |
| Participant deferral / active EE | $6,383 | $11,622-45.1% | $10,408-38.7% | $6,710-4.9% |
| Admin fee / account holder | $3,285 | $15,381-78.6% | $12,815-74.4% | $11,403-71.2% |