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 | $142,941 | $135,952+5.1% | $123,892+15.4% | $273,961-47.8% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 9.52% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,299 | $5,170-74.9% | $4,617-71.9% | $4,869-73.3% |
| Participant deferral / active EE | $2,001 | $6,343-68.5% | $5,984-66.6% | $5,287-62.2% |
| Admin fee / account holder | $541 | $9,817-94.5% | $8,357-93.5% | $10,132-94.7% |