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 | $139,981 | $135,952+3.0% | $123,892+13.0% | $273,961-48.9% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $4,906 | $5,170-5.1% | $4,617+6.3% | $4,869+0.8% |
| Participant deferral / active EE | $7,546 | $6,343+19.0% | $5,984+26.1% | $5,287+42.7% |
| Admin fee / account holder | $785 | $9,817-92.0% | $8,357-90.6% | $10,132-92.3% |