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 | $121,448 | $108,825+11.6% | $156,181-22.2% | $82,448+47.3% |
| Participation rate | 88.1% | 72.4%+15.8pp | 78.8%+9.3pp | 68.1%+20.1pp |
| Annual return | 15.76% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,640 | $2,870-8.0% | $4,294-38.5% | $2,551+3.5% |
| Participant deferral / active EE | $8,046 | $4,577+75.8% | $6,132+31.2% | $4,139+94.4% |
| Admin fee / account holder | $4,150 | $9,341-55.6% | $14,586-71.5% | $7,234-42.6% |