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 | $143,136 | $176,056-18.7% | $159,436-10.2% | $167,490-14.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.72% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,010 | $5,297-62.1% | $4,829-58.4% | $4,837-58.5% |
| Participant deferral / active EE | $4,996 | $7,750-35.5% | $7,352-32.0% | $6,341-21.2% |
| Admin fee / account holder | $44,731 | $12,554+256.3% | $10,799+314.2% | $12,309+263.4% |