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 | $113,888 | $109,359+4.1% | $162,163-29.8% | $72,985+56.0% |
| Participation rate | 71.9% | 84.3%-12.3pp | 87.6%-15.6pp | 69.5%+2.4pp |
| Annual return | 19.93% | 25.46%-5.5pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,768 | $3,907-54.8% | $5,614-68.5% | $2,440-27.5% |
| Participant deferral / active EE | $6,653 | $5,481+21.4% | $7,298-8.8% | $3,607+84.4% |
| Admin fee / account holder | $2,299 | $7,972-71.2% | $10,843-78.8% | $5,124-55.1% |