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 | $129,184 | $133,958-3.6% | $112,228+15.1% | $134,475-3.9% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | 7.02% | 47.11%-40.1pp | 27.45%-20.4pp | 417.96%-410.9pp |
| Employer contribution / active EE | $1,678 | $4,038-58.4% | $3,635-53.8% | $4,740-64.6% |
| Participant deferral / active EE | $3,386 | $5,291-36.0% | $4,728-28.4% | $6,400-47.1% |
| Admin fee / account holder | $2,020 | $7,489-73.0% | $6,410-68.5% | $11,426-82.3% |