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 | $189,103 | $181,894+4.0% | $156,549+20.8% | $273,961-31.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.86% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,548 | $6,248-59.2% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $7,278 | $5,550+31.1% | $4,871+49.4% | $5,287+37.7% |
| Admin fee / account holder | $1,636 | $15,559-89.5% | $13,027-87.4% | $10,132-83.8% |