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 | $131,876 | $163,101-19.1% | $136,749-3.6% | $142,382-7.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 10.39% | 27.54%-17.2pp | 24.33%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,660 | $4,117-59.7% | $3,400-51.2% | $4,299-61.4% |
| Participant deferral / active EE | $7,053 | $5,585+26.3% | $4,692+50.3% | $6,507+8.4% |
| Admin fee / account holder | $1,317 | $14,318-90.8% | $11,386-88.4% | $12,624-89.6% |