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 | $100,999 | $80,968+24.7% | $96,544+4.6% | $75,163+34.4% |
| Participation rate | 84.5% | 71.8%+12.8pp | 76.0%+8.6pp | 67.2%+17.3pp |
| Annual return | 15.44% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,111 | $2,282-51.3% | $2,965-62.5% | $2,670-58.4% |
| Participant deferral / active EE | $4,282 | $3,928+9.0% | $4,851-11.7% | $4,125+3.8% |
| Admin fee / account holder | $2,097 | $6,724-68.8% | $8,252-74.6% | $5,651-62.9% |