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 | $138,606 | $103,376+34.1% | $87,100+59.1% | $152,861-9.3% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 21.40% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,203 | $3,220-62.6% | $2,521-52.3% | $4,762-74.7% |
| Participant deferral / active EE | $5,615 | $4,778+17.5% | $4,049+38.7% | $5,850-4.0% |
| Admin fee / account holder | $4,524 | $12,205-62.9% | $7,497-39.6% | $11,596-61.0% |