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 | $118,347 | $93,346+26.8% | $71,796+64.8% | $273,961-56.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 6.18% | 130.39%-124.2pp | 78.04%-71.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,366 | $2,733-50.0% | $1,924-29.0% | $4,869-71.9% |
| Participant deferral / active EE | $6,258 | $3,475+80.1% | $2,794+124.0% | $5,287+18.4% |
| Admin fee / account holder | $2,301 | $6,571-65.0% | $4,815-52.2% | $10,132-77.3% |