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 | $142,578 | $118,450+20.4% | $98,439+44.8% | $139,434+2.3% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 12.11% | 18.94%-6.8pp | 21.16%-9.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,776 | $3,609-50.8% | $3,048-41.7% | $4,751-62.6% |
| Participant deferral / active EE | $4,336 | $5,392-19.6% | $4,738-8.5% | $6,710-35.4% |
| Admin fee / account holder | $528 | $14,026-96.2% | $8,948-94.1% | $11,403-95.4% |