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 | $142,790 | $99,341+43.7% | $84,750+68.5% | $273,961-47.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.95% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,692 | $4,214-59.8% | $3,574-52.7% | $4,869-65.2% |
| Participant deferral / active EE | $6,366 | $4,269+49.1% | $3,712+71.5% | $5,287+20.4% |
| Admin fee / account holder | $49,423 | $6,644+643.9% | $5,332+826.9% | $10,132+387.8% |