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 | $82,435 | $81,460+1.2% | $103,333-20.2% | $80,856+2.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 14.42% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,301 | $3,105-58.1% | $3,868-66.4% | $2,755-52.8% |
| Participant deferral / active EE | $3,076 | $3,869-20.5% | $5,057-39.2% | $4,296-28.4% |
| Admin fee / account holder | $8,644 | $6,566+31.6% | $8,355+3.5% | $6,918+25.0% |