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 | $107,925 | $107,334+0.6% | $92,893+16.2% | $152,861-29.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 20.51% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,063 | $4,221-27.4% | $3,653-16.1% | $4,762-35.7% |
| Participant deferral / active EE | $5,133 | $4,845+6.0% | $4,236+21.2% | $5,850-12.3% |
| Admin fee / account holder | $22,593 | $7,079+219.1% | $5,794+289.9% | $11,596+94.8% |