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 | $129,334 | $115,882+11.6% | $100,516+28.7% | $158,922-18.6% |
| Participation rate | 76.9% | 81.6%-4.6pp | 79.4%-2.5pp | 82.0%-5.0pp |
| Annual return | 19.34% | 34.79%-15.4pp | 30.89%-11.5pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,863 | $4,103-54.6% | $3,418-45.5% | $4,761-60.9% |
| Participant deferral / active EE | $3,810 | $6,674-42.9% | $6,270-39.2% | $5,982-36.3% |
| Admin fee / account holder | $9,147 | $10,995-16.8% | $8,081+13.2% | $11,246-18.7% |