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 | $113,565 | $101,724+11.6% | $164,813-31.1% | $80,856+40.5% |
| Participation rate | 82.0% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 11.78% | 16.72%-4.9pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,551 | $2,953-13.6% | $4,341-41.2% | $2,755-7.4% |
| Participant deferral / active EE | $5,261 | $4,477+17.5% | $6,031-12.8% | $4,296+22.5% |
| Admin fee / account holder | $6,626 | $8,227-19.5% | $12,690-47.8% | $6,918-4.2% |