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 | $95,318 | $73,933+28.9% | $96,683-1.4% | $75,163+26.8% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.0pp | 67.2%+31.2pp |
| Annual return | 16.59% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,262 | $2,928-56.9% | $3,737-66.2% | $2,670-52.7% |
| Participant deferral / active EE | $9,179 | $3,659+150.9% | $4,878+88.2% | $4,125+122.5% |
| Admin fee / account holder | $7,876 | $5,216+51.0% | $6,730+17.0% | $5,651+39.4% |