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 | $98,372 | $90,503+8.7% | $78,689+25.0% | $273,961-64.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 12.69% | 75.60%-62.9pp | 62.18%-49.5pp | 41.45%-28.8pp |
| Employer contribution / active EE | $6,461 | $3,176+103.4% | $2,851+126.6% | $4,869+32.7% |
| Participant deferral / active EE | $4,124 | $3,901+5.7% | $3,517+17.3% | $5,287-22.0% |
| Admin fee / account holder | $29,602 | $5,263+462.4% | $4,510+556.3% | $10,132+192.2% |