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 | $107,113 | $74,927+43.0% | $101,794+5.2% | $84,808+26.3% |
| Participation rate | 90.4% | 61.4%+29.0pp | 69.2%+21.2pp | 68.3%+22.1pp |
| Annual return | 17.39% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $532 | $1,522-65.0% | $2,289-76.8% | $2,631-79.8% |
| Participant deferral / active EE | $3,187 | $3,099+2.9% | $4,084-22.0% | $4,212-24.3% |
| Admin fee / account holder | $10,078 | $6,514+54.7% | $8,777+14.8% | $7,344+37.2% |