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 4-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 | $85,715 | $81,248+5.5% | $155,509-44.9% | $80,856+6.0% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 11.28% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,519 | $3,100-51.0% | $4,672-67.5% | $2,755-44.9% |
| Participant deferral / active EE | $4,038 | $3,452+17.0% | $5,626-28.2% | $4,296-6.0% |
| Admin fee / account holder | $735 | $7,997-90.8% | $15,912-95.4% | $6,918-89.4% |