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 | $100,593 | $80,717+24.6% | $154,803-35.0% | $84,808+18.6% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 13.77% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,218 | $2,761+16.5% | $4,305-25.3% | $2,631+22.3% |
| Participant deferral / active EE | $5,837 | $3,303+76.7% | $5,540+5.3% | $4,212+38.6% |
| Admin fee / account holder | $9,919 | $6,746+47.0% | $14,329-30.8% | $7,344+35.1% |