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 | $138,926 | $127,065+9.3% | $113,168+22.8% | $142,382-2.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.42% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,120 | $3,442-38.4% | $2,975-28.7% | $4,299-50.7% |
| Participant deferral / active EE | $2,781 | $5,716-51.3% | $5,107-45.5% | $6,507-57.3% |
| Admin fee / account holder | $2,343 | $15,736-85.1% | $12,068-80.6% | $12,624-81.4% |