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 | $102,521 | $96,484+6.3% | $75,886+35.1% | $152,861-32.9% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 18.79% | 33.98%-15.2pp | 30.76%-12.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,670 | $3,309-19.3% | $2,500+6.8% | $4,762-43.9% |
| Participant deferral / active EE | $6,208 | $4,553+36.4% | $3,603+72.3% | $5,850+6.1% |
| Admin fee / account holder | $5,335 | $8,078-34.0% | $5,418-1.5% | $11,596-54.0% |