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 | $102,054 | $80,717+26.4% | $154,803-34.1% | $84,808+20.3% |
| Participation rate | 88.4% | 66.8%+21.6pp | 78.1%+10.3pp | 68.3%+20.1pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $930 | $2,761-66.3% | $4,305-78.4% | $2,631-64.6% |
| Participant deferral / active EE | $7,426 | $3,303+124.8% | $5,540+34.0% | $4,212+76.3% |
| Admin fee / account holder | $7,802 | $6,746+15.7% | $14,329-45.6% | $7,344+6.2% |