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 | $138,960 | $135,952+2.2% | $123,892+12.2% | $273,961-49.3% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 4.32% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $5,268 | $5,170+1.9% | $4,617+14.1% | $4,869+8.2% |
| Participant deferral / active EE | $5,211 | $6,343-17.8% | $5,984-12.9% | $5,287-1.4% |
| Admin fee / account holder | $8,735 | $9,817-11.0% | $8,357+4.5% | $10,132-13.8% |