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 | $131,913 | $106,749+23.6% | $145,433-9.3% | $82,448+60.0% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 17.92% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,509 | $3,444-27.2% | $4,554-44.9% | $2,551-1.7% |
| Participant deferral / active EE | $7,146 | $6,519+9.6% | $7,897-9.5% | $4,139+72.6% |
| Admin fee / account holder | $19,331 | $8,390+130.4% | $13,129+47.2% | $7,234+167.2% |