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 | $107,601 | $135,952-20.9% | $123,892-13.1% | $273,961-60.7% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 6.22% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,274 | $5,170-36.7% | $4,617-29.1% | $4,869-32.7% |
| Participant deferral / active EE | $8,093 | $6,343+27.6% | $5,984+35.2% | $5,287+53.1% |
| Admin fee / account holder | $58,572 | $9,817+496.6% | $8,357+600.9% | $10,132+478.1% |