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 | $124,088 | $123,793+0.2% | $177,821-30.2% | $79,858+55.4% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 12.25% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,155 | $4,095-47.4% | $5,918-63.6% | $2,471-12.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,896 | $7,243-4.8% | $12,427-44.5% | $5,306+30.0% |