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 | $140,194 | $99,341+41.1% | $84,750+65.4% | $273,961-48.8% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.87% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,352 | $4,214-67.9% | $3,574-62.2% | $4,869-72.2% |
| Participant deferral / active EE | $4,040 | $4,269-5.4% | $3,712+8.9% | $5,287-23.6% |
| Admin fee / account holder | $897 | $6,644-86.5% | $5,332-83.2% | $10,132-91.2% |