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 | $103,997 | $127,065-18.2% | $113,168-8.1% | $142,382-27.0% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 12.72% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,264 | $3,442-34.2% | $2,975-23.9% | $4,299-47.3% |
| Participant deferral / active EE | $6,113 | $5,716+6.9% | $5,107+19.7% | $6,507-6.1% |
| Admin fee / account holder | $744 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |