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 | $117,996 | $117,841+0.1% | $102,423+15.2% | $145,922-19.1% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 11.63% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,870 | $3,615+90.1% | $3,023+127.2% | $4,660+47.4% |
| Participant deferral / active EE | $4,671 | $5,731-18.5% | $5,053-7.6% | $6,688-30.2% |
| Admin fee / account holder | $518 | $13,326-96.1% | $9,451-94.5% | $13,397-96.1% |