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 | $84,160 | $81,460+3.3% | $103,333-18.6% | $80,856+4.1% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 16.27% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,051 | $3,105-1.7% | $3,868-21.1% | $2,755+10.8% |
| Participant deferral / active EE | $6,453 | $3,869+66.8% | $5,057+27.6% | $4,296+50.2% |
| Admin fee / account holder | $643 | $6,566-90.2% | $8,355-92.3% | $6,918-90.7% |