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 | $88,725 | $127,065-30.2% | $113,168-21.6% | $142,382-37.7% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 18.65% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,249 | $3,442+23.4% | $2,975+42.8% | $4,299-1.2% |
| Participant deferral / active EE | $14,036 | $5,716+145.5% | $5,107+174.8% | $6,507+115.7% |
| Admin fee / account holder | $10,780 | $15,736-31.5% | $12,068-10.7% | $12,624-14.6% |