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 | $120,184 | $117,841+2.0% | $102,423+17.3% | $145,922-17.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 11.32% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,934 | $3,615-46.5% | $3,023-36.0% | $4,660-58.5% |
| Participant deferral / active EE | $5,358 | $5,731-6.5% | $5,053+6.0% | $6,688-19.9% |
| Admin fee / account holder | $2,856 | $13,326-78.6% | $9,451-69.8% | $13,397-78.7% |