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 | $130,834 | $159,602-18.0% | $150,045-12.8% | $142,382-8.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.96% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,454 | $4,961-50.5% | $4,693-47.7% | $4,299-42.9% |
| Participant deferral / active EE | $6,760 | $8,310-18.7% | $7,997-15.5% | $6,507+3.9% |
| Admin fee / account holder | $1,469 | $14,846-90.1% | $13,435-89.1% | $12,624-88.4% |