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 | $102,506 | $95,803+7.0% | $113,168-9.4% | $84,808+20.9% |
| Participation rate | 73.8% | 72.9%+0.9pp | 76.6%-2.8pp | 68.3%+5.5pp |
| Annual return | 15.74% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,052 | $2,360+29.3% | $2,975+2.6% | $2,631+16.0% |
| Participant deferral / active EE | $5,795 | $4,242+36.6% | $5,107+13.5% | $4,212+37.6% |
| Admin fee / account holder | $7,101 | $8,989-21.0% | $12,068-41.2% | $7,344-3.3% |