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 | $122,384 | $95,266+28.5% | $82,389+48.5% | $142,382-14.0% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 15.58% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,672 | $2,991-44.1% | $2,517-33.6% | $4,299-61.1% |
| Participant deferral / active EE | $4,570 | $4,809-5.0% | $4,155+10.0% | $6,507-29.8% |
| Admin fee / account holder | $79,178 | $8,563+824.6% | $7,231+995.0% | $12,624+527.2% |