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 | $110,451 | $94,031+17.5% | $115,768-4.6% | $82,448+34.0% |
| Participation rate | 81.1% | 70.4%+10.7pp | 74.4%+6.7pp | 68.1%+13.0pp |
| Annual return | 17.94% | 20.61%-2.7pp | 100.46%-82.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,744 | $2,323-24.9% | $2,940-40.7% | $2,551-31.6% |
| Participant deferral / active EE | $5,360 | $3,972+35.0% | $4,917+9.0% | $4,139+29.5% |
| Admin fee / account holder | $8,582 | $10,249-16.3% | $12,439-31.0% | $7,234+18.6% |