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 | $234,881 | $131,829+78.2% | $108,579+116.3% | $273,961-14.3% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | 10.94% | -91.57%+102.5pp | -51.70%+62.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,541 | $4,912-27.9% | $3,758-5.8% | $4,869-27.3% |
| Participant deferral / active EE | $8,501 | $5,127+65.8% | $4,311+97.2% | $5,287+60.8% |
| Admin fee / account holder | $3,997 | $10,252-61.0% | $7,645-47.7% | $10,132-60.6% |