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 | $105,615 | $99,341+6.3% | $84,750+24.6% | $273,961-61.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.55% | 22.93%-13.4pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,294 | $4,214-45.6% | $3,574-35.8% | $4,869-52.9% |
| Participant deferral / active EE | $5,137 | $4,269+20.3% | $3,712+38.4% | $5,287-2.8% |
| Admin fee / account holder | $433 | $6,644-93.5% | $5,332-91.9% | $10,132-95.7% |