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 | $88,802 | $106,749-16.8% | $145,433-38.9% | $82,448+7.7% |
| Participation rate | 85.3% | 75.6%+9.6pp | 82.1%+3.2pp | 68.1%+17.2pp |
| Annual return | 18.56% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,327 | $3,444-32.4% | $4,554-48.9% | $2,551-8.8% |
| Participant deferral / active EE | $10,124 | $6,519+55.3% | $7,897+28.2% | $4,139+144.6% |
| Admin fee / account holder | $1,986 | $8,390-76.3% | $13,129-84.9% | $7,234-72.5% |