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 | $80,014 | $123,793-35.4% | $177,821-55.0% | $79,858+0.2% |
| Participation rate | 90.8% | 84.7%+6.1pp | 87.7%+3.0pp | 69.6%+21.1pp |
| Annual return | 12.42% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,897 | $4,095-53.7% | $5,918-67.9% | $2,471-23.2% |
| Participant deferral / active EE | $3,480 | $5,956-41.6% | $7,714-54.9% | $3,740-7.0% |
| Admin fee / account holder | $2,693 | $7,243-62.8% | $12,427-78.3% | $5,306-49.2% |