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 | $91,235 | $96,557-5.5% | $80,975+12.7% | $273,961-66.7% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 5.33% | 15.14%-9.8pp | 17.10%-11.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,955 | $4,868-39.3% | $3,714-20.5% | $4,869-39.3% |
| Participant deferral / active EE | $3,822 | $6,598-42.1% | $5,696-32.9% | $5,287-27.7% |
| Admin fee / account holder | $1,173 | $7,492-84.3% | $5,516-78.7% | $10,132-88.4% |