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 | $93,095 | $181,894-48.8% | $156,549-40.5% | $273,961-66.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.99% | 30.74%-23.8pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,680 | $6,248-41.1% | $5,501-33.1% | $4,869-24.4% |
| Participant deferral / active EE | $11,479 | $5,550+106.8% | $4,871+135.7% | $5,287+117.1% |
| Admin fee / account holder | $17,392 | $15,559+11.8% | $13,027+33.5% | $10,132+71.7% |