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 | $107,377 | $123,793-13.3% | $177,821-39.6% | $79,858+34.5% |
| Participation rate | 79.5% | 84.7%-5.1pp | 87.7%-8.2pp | 69.6%+9.9pp |
| Annual return | 20.36% | 22.82%-2.5pp | 48.32%-28.0pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,970 | $4,095-51.9% | $5,918-66.7% | $2,471-20.3% |
| Participant deferral / active EE | $4,171 | $5,956-30.0% | $7,714-45.9% | $3,740+11.5% |
| Admin fee / account holder | $21,742 | $7,243+200.2% | $12,427+75.0% | $5,306+309.7% |