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 | $83,369 | $71,050+17.3% | $93,606-10.9% | $80,856+3.1% |
| Participation rate | 93.8% | 60.4%+33.3pp | 68.7%+25.0pp | 67.6%+26.1pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,573 | $1,564+0.6% | $2,420-35.0% | $2,755-42.9% |
| Participant deferral / active EE | $4,143 | $4,034+2.7% | $4,411-6.1% | $4,296-3.6% |
| Admin fee / account holder | $1,128 | $6,945-83.8% | $8,285-86.4% | $6,918-83.7% |