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 | $110,256 | $114,381-3.6% | $107,525+2.5% | $142,382-22.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 12.71% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,770 | $4,015-55.9% | $3,754-52.8% | $4,299-58.8% |
| Participant deferral / active EE | $4,564 | $5,564-18.0% | $5,116-10.8% | $6,507-29.9% |
| Admin fee / account holder | $3,295 | $9,860-66.6% | $8,919-63.1% | $12,624-73.9% |