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 | $106,323 | $197,591-46.2% | $177,821-40.2% | $158,922-33.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 14.70% | 58.76%-44.1pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,119 | $6,697-68.4% | $5,918-64.2% | $4,761-55.5% |
| Participant deferral / active EE | $5,217 | $8,405-37.9% | $7,714-32.4% | $5,982-12.8% |
| Admin fee / account holder | $1,326 | $15,399-91.4% | $12,427-89.3% | $11,246-88.2% |