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 | $112,731 | $123,793-8.9% | $177,821-36.6% | $79,858+41.2% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 16.53% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,269 | $4,095-20.2% | $5,918-44.8% | $2,471+32.3% |
| Participant deferral / active EE | $5,107 | $5,956-14.3% | $7,714-33.8% | $3,740+36.6% |
| Admin fee / account holder | $3,893 | $7,243-46.2% | $12,427-68.7% | $5,306-26.6% |