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 | $101,616 | $138,347-26.6% | $184,203-44.8% | $80,856+25.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 32.36% | 20.02%+12.3pp | 28.81%+3.5pp | 35.59%-3.2pp |
| Employer contribution / active EE | $2,399 | $4,850-50.5% | $6,427-62.7% | $2,755-12.9% |
| Participant deferral / active EE | $10,181 | $7,071+44.0% | $9,131+11.5% | $4,296+137.0% |
| Admin fee / account holder | $4,835 | $10,483-53.9% | $13,901-65.2% | $6,918-30.1% |