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 | $126,560 | $180,028-29.7% | $138,135-8.4% | $158,922-20.4% |
| Participation rate | 71.4% | 82.2%-10.8pp | 78.7%-7.3pp | 82.0%-10.5pp |
| Annual return | 6.03% | 21.68%-15.7pp | 20.51%-14.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,856 | $7,470-75.1% | $5,587-66.8% | $4,761-61.0% |
| Participant deferral / active EE | $3,496 | $7,717-54.7% | $6,431-45.6% | $5,982-41.6% |
| Admin fee / account holder | $57,561 | $17,912+221.3% | $11,856+385.5% | $11,246+411.8% |