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 | $95,542 | $85,766+11.4% | $136,294-29.9% | $70,131+36.2% |
| Participation rate | 81.0% | 74.2%+6.8pp | 81.9%-1.0pp | 69.5%+11.4pp |
| Annual return | 23.60% | 31.45%-7.9pp | 5155.94%-5132.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $2,501 | $2,966-15.7% | $4,695-46.7% | $2,342+6.8% |
| Participant deferral / active EE | $5,211 | $5,051+3.2% | $6,247-16.6% | $3,332+56.4% |
| Admin fee / account holder | $6,130 | $5,420+13.1% | $9,243-33.7% | $4,645+32.0% |