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 | $88,041 | $94,625-7.0% | $116,228-24.3% | $84,808+3.8% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.6%+11.7pp | 68.3%+17.9pp |
| Annual return | 13.29% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,997 | $2,347-14.9% | $2,994-33.3% | $2,631-24.1% |
| Participant deferral / active EE | $5,021 | $3,972+26.4% | $4,953+1.4% | $4,212+19.2% |
| Admin fee / account holder | $1,233 | $10,091-87.8% | $11,989-89.7% | $7,344-83.2% |