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 | $88,157 | $78,705+12.0% | $117,854-25.2% | $70,131+25.7% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 17.62% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $901 | $2,223-59.5% | $3,786-76.2% | $2,342-61.5% |
| Participant deferral / active EE | $4,911 | $3,297+48.9% | $4,482+9.6% | $3,332+47.4% |
| Admin fee / account holder | $3,834 | $5,065-24.3% | $8,020-52.2% | $4,645-17.5% |