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 | $83,311 | $76,552+8.8% | $123,892-32.8% | $62,891+32.5% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 7.91% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,518 | $2,883-12.7% | $4,617-45.5% | $2,281+10.4% |
| Participant deferral / active EE | $7,047 | $4,840+45.6% | $5,984+17.8% | $3,203+120.0% |
| Admin fee / account holder | $5,854 | $4,826+21.3% | $8,357-30.0% | $4,296+36.3% |