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 | $112,862 | $87,733+28.6% | $106,548+5.9% | $85,850+31.5% |
| Participation rate | 92.7% | 71.9%+20.8pp | 76.1%+16.6pp | 69.3%+23.4pp |
| Annual return | 11.38% | 21.86%-10.5pp | 26.80%-15.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $767 | $2,073-63.0% | $2,819-72.8% | $2,565-70.1% |
| Participant deferral / active EE | $4,416 | $3,469+27.3% | $4,398+0.4% | $3,952+11.8% |
| Admin fee / account holder | $11,696 | $6,767+72.8% | $7,407+57.9% | $6,260+86.8% |