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 | $123,101 | $125,758-2.1% | $169,993-27.6% | $75,163+63.8% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 16.96% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,184 | $4,615-52.7% | $6,785-67.8% | $2,670-18.2% |
| Participant deferral / active EE | $8,455 | $6,837+23.7% | $10,408-18.8% | $4,125+105.0% |
| Admin fee / account holder | $16,955 | $8,173+107.4% | $12,815+32.3% | $5,651+200.0% |