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 | $128,333 | $89,355+43.6% | $141,162-9.1% | $72,985+75.8% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 22.01% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,069 | $3,114-1.4% | $4,735-35.2% | $2,440+25.8% |
| Participant deferral / active EE | $5,530 | $5,418+2.1% | $6,709-17.6% | $3,607+53.3% |
| Admin fee / account holder | $5,927 | $5,958-0.5% | $10,261-42.2% | $5,124+15.7% |