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 | $84,948 | $78,705+7.9% | $117,854-27.9% | $70,131+21.1% |
| Participation rate | 77.4% | 73.2%+4.2pp | 79.7%-2.3pp | 69.5%+7.8pp |
| Annual return | 18.15% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,702 | $2,223-23.4% | $3,786-55.0% | $2,342-27.3% |
| Participant deferral / active EE | $4,037 | $3,297+22.4% | $4,482-9.9% | $3,332+21.2% |
| Admin fee / account holder | $4,466 | $5,065-11.8% | $8,020-44.3% | $4,645-3.9% |