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 | $82,996 | $100,923-17.8% | $150,045-44.7% | $74,304+11.7% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.3%-1.7pp | 60.3%+20.2pp |
| Annual return | 19.07% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,568 | $3,463-25.9% | $4,693-45.3% | $2,241+14.6% |
| Participant deferral / active EE | $5,298 | $6,709-21.0% | $7,997-33.8% | $3,767+40.6% |
| Admin fee / account holder | $10,503 | $2,767+279.6% | $13,435-21.8% | $2,969+253.8% |