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 | $93,850 | $95,803-2.0% | $113,168-17.1% | $84,808+10.7% |
| Participation rate | 81.0% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.7pp |
| Annual return | 17.98% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,035 | $2,360+28.6% | $2,975+2.0% | $2,631+15.4% |
| Participant deferral / active EE | $13,312 | $4,242+213.8% | $5,107+160.7% | $4,212+216.1% |
| Admin fee / account holder | $6,204 | $8,989-31.0% | $12,068-48.6% | $7,344-15.5% |