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 | $134,844 | $105,630+27.7% | $87,507+54.1% | $273,961-50.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.06% | 12.25%-6.2pp | 12.21%-6.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,788 | $3,141-43.1% | $2,550-29.9% | $4,869-63.3% |
| Participant deferral / active EE | $4,631 | $3,601+28.6% | $3,149+47.1% | $5,287-12.4% |
| Admin fee / account holder | $664 | $4,781-86.1% | $4,221-84.3% | $10,132-93.4% |