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 | $90,200 | $88,707+1.7% | $74,183+21.6% | $273,961-67.1% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 4.59% | 11.94%-7.4pp | 17.74%-13.1pp | 41.45%-36.9pp |
| Employer contribution / active EE | $999 | $3,159-68.4% | $2,370-57.8% | $4,869-79.5% |
| Participant deferral / active EE | $3,788 | $4,212-10.1% | $3,550+6.7% | $5,287-28.4% |
| Admin fee / account holder | $3,142 | $8,717-64.0% | $5,586-43.8% | $10,132-69.0% |