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 | $147,864 | $152,587-3.1% | $125,175+18.1% | $152,861-3.3% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 13.18% | 54.84%-41.7pp | 43.79%-30.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $4,244 | $4,946-14.2% | $3,865+9.8% | $4,762-10.9% |
| Participant deferral / active EE | $7,001 | $5,868+19.3% | $4,937+41.8% | $5,850+19.7% |
| Admin fee / account holder | $112,997 | $13,434+741.1% | $9,702+1064.7% | $11,596+874.4% |