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 | $91,205 | $71,050+28.4% | $93,606-2.6% | $80,856+12.8% |
| Participation rate | 78.1% | 60.4%+17.7pp | 68.7%+9.4pp | 67.6%+10.5pp |
| Annual return | 12.65% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,231 | $1,564-21.3% | $2,420-49.1% | $2,755-55.3% |
| Participant deferral / active EE | $4,230 | $4,034+4.9% | $4,411-4.1% | $4,296-1.5% |
| Admin fee / account holder | $4,718 | $6,945-32.1% | $8,285-43.0% | $6,918-31.8% |