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 | $56,207 | $86,929-35.3% | $102,423-45.1% | $80,856-30.5% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 15.57% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,355 | $2,369-42.8% | $3,023-55.2% | $2,755-50.8% |
| Participant deferral / active EE | $2,409 | $4,118-41.5% | $5,053-52.3% | $4,296-43.9% |
| Admin fee / account holder | $2,197 | $8,049-72.7% | $9,451-76.8% | $6,918-68.2% |