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 | $124,735 | $109,359+14.1% | $162,163-23.1% | $72,985+70.9% |
| Participation rate | 87.0% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.5pp |
| Annual return | 21.03% | 25.46%-4.4pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,945 | $3,907+1.0% | $5,614-29.7% | $2,440+61.7% |
| Participant deferral / active EE | $3,076 | $5,481-43.9% | $7,298-57.9% | $3,607-14.7% |
| Admin fee / account holder | $10,842 | $7,972+36.0% | $10,8430% | $5,124+111.6% |