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 | $131,552 | $137,414-4.3% | $189,513-30.6% | $85,850+53.2% |
| Participation rate | 81.3% | 84.6%-3.4pp | 87.8%-6.6pp | 69.3%+11.9pp |
| Annual return | 13.09% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,633 | $4,344-39.4% | $6,162-57.3% | $2,565+2.6% |
| Participant deferral / active EE | $3,369 | $6,260-46.2% | $8,221-59.0% | $3,952-14.8% |
| Admin fee / account holder | $30,490 | $8,630+253.3% | $12,045+153.1% | $6,260+387.1% |