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 | $106,351 | $117,983-9.9% | $101,794+4.5% | $142,382-25.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 17.31% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,465 | $2,773-47.2% | $2,289-36.0% | $4,299-65.9% |
| Participant deferral / active EE | $4,132 | $4,714-12.3% | $4,084+1.2% | $6,507-36.5% |
| Admin fee / account holder | $21,997 | $10,433+110.8% | $8,777+150.6% | $12,624+74.3% |