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 | $81,908 | $81,248+0.8% | $155,509-47.3% | $80,856+1.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.65% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $975 | $3,100-68.6% | $4,672-79.1% | $2,755-64.6% |
| Participant deferral / active EE | $3,091 | $3,452-10.4% | $5,626-45.1% | $4,296-28.0% |
| Admin fee / account holder | $2,920 | $7,997-63.5% | $15,912-81.6% | $6,918-57.8% |