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 | $158,975 | $163,101-2.5% | $136,749+16.3% | $142,382+11.7% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 16.87% | 27.54%-10.7pp | 24.33%-7.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,686 | $4,117-10.5% | $3,400+8.4% | $4,299-14.3% |
| Participant deferral / active EE | $12,678 | $5,585+127.0% | $4,692+170.2% | $6,507+94.8% |
| Admin fee / account holder | $952 | $14,318-93.4% | $11,386-91.6% | $12,624-92.5% |