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 | $110,270 | $101,724+8.4% | $164,813-33.1% | $80,856+36.4% |
| Participation rate | 70.4% | 71.8%-1.4pp | 78.6%-8.2pp | 67.6%+2.8pp |
| Annual return | 17.12% | 16.72%+0.4pp | 69.93%-52.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,553 | $2,953-47.4% | $4,341-64.2% | $2,755-43.6% |
| Participant deferral / active EE | $6,459 | $4,477+44.3% | $6,031+7.1% | $4,296+50.4% |
| Admin fee / account holder | $18,313 | $8,227+122.6% | $12,690+44.3% | $6,918+164.7% |