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 | $144,633 | $138,347+4.5% | $184,203-21.5% | $80,856+78.9% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.1pp | 67.6%+27.3pp |
| Annual return | 15.02% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,972 | $4,850+2.5% | $6,427-22.6% | $2,755+80.5% |
| Participant deferral / active EE | $4,740 | $7,071-33.0% | $9,131-48.1% | $4,296+10.3% |
| Admin fee / account holder | $26,966 | $10,483+157.2% | $13,901+94.0% | $6,918+289.8% |