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 | $108,956 | $103,376+5.4% | $87,100+25.1% | $152,861-28.7% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 17.60% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,849 | $3,220-42.6% | $2,521-26.7% | $4,762-61.2% |
| Participant deferral / active EE | $2,688 | $4,778-43.7% | $4,049-33.6% | $5,850-54.1% |
| Admin fee / account holder | $48,165 | $12,205+294.6% | $7,497+542.5% | $11,596+315.3% |