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 | $111,037 | $73,787+50.5% | $98,716+12.5% | $82,448+34.7% |
| Participation rate | 88.3% | 61.4%+26.9pp | 69.3%+19.0pp | 68.1%+20.2pp |
| Annual return | 16.61% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,102 | $1,511-27.0% | $2,279-51.6% | $2,551-56.8% |
| Participant deferral / active EE | $3,989 | $3,081+29.5% | $4,048-1.4% | $4,139-3.6% |
| Admin fee / account holder | $3,658 | $6,500-43.7% | $8,703-58.0% | $7,234-49.4% |