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 | $90,915 | $66,310+37.1% | $93,606-2.9% | $65,185+39.5% |
| Participation rate | 71.6% | 74.0%-2.4pp | 75.8%-4.3pp | 70.2%+1.4pp |
| Annual return | 20.96% | 42.58%-21.6pp | 32.76%-11.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $853 | $2,012-57.6% | $2,718-68.6% | $2,177-60.8% |
| Participant deferral / active EE | $2,852 | $3,342-14.7% | $4,069-29.9% | $3,514-18.8% |
| Admin fee / account holder | $4,345 | $6,897-37.0% | $7,888-44.9% | $847+412.9% |