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 | $111,730 | $80,717+38.4% | $154,803-27.8% | $84,808+31.7% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.7pp | 68.3%+16.4pp |
| Annual return | 15.46% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,461 | $2,761-47.1% | $4,305-66.1% | $2,631-44.5% |
| Participant deferral / active EE | $4,822 | $3,303+46.0% | $5,540-13.0% | $4,212+14.5% |
| Admin fee / account holder | $2,531 | $6,746-62.5% | $14,329-82.3% | $7,344-65.5% |