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 | $114,022 | $99,877+14.2% | $84,966+34.2% | $145,922-21.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.77% | 83.76%-67.0pp | 66.38%-49.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,346 | $3,231-27.4% | $2,727-14.0% | $4,660-49.7% |
| Participant deferral / active EE | $7,719 | $5,291+45.9% | $4,519+70.8% | $6,688+15.4% |
| Admin fee / account holder | $35,154 | $7,248+385.0% | $6,149+471.7% | $13,397+162.4% |