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 | $89,907 | $87,013+3.3% | $106,213-15.4% | $80,856+11.2% |
| Participation rate | 78.8% | 70.4%+8.4pp | 75.3%+3.5pp | 67.6%+11.1pp |
| Annual return | 14.37% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,846 | $2,395+60.6% | $3,171+21.3% | $2,755+39.6% |
| Participant deferral / active EE | $7,349 | $3,986+84.4% | $5,016+46.5% | $4,296+71.1% |
| Admin fee / account holder | $301 | $8,431-96.4% | $11,033-97.3% | $6,918-95.7% |