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 | $136,883 | $177,572-22.9% | $154,803-11.6% | $142,382-3.9% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,492 | $4,810+14.2% | $4,305+27.6% | $4,299+27.7% |
| Participant deferral / active EE | $6,606 | $6,272+5.3% | $5,540+19.2% | $6,507+1.5% |
| Admin fee / account holder | $371 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |