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 | $121,961 | $99,341+22.8% | $84,750+43.9% | $273,961-55.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 10.38% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,544 | $4,214-15.9% | $3,574-0.8% | $4,869-27.2% |
| Participant deferral / active EE | $7,539 | $4,269+76.6% | $3,712+103.1% | $5,287+42.6% |
| Admin fee / account holder | $11,507 | $6,644+73.2% | $5,332+115.8% | $10,132+13.6% |