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 | $104,029 | $214,378-51.5% | $200,582-48.1% | $142,382-26.9% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 15.45% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,135 | $6,841-39.6% | $6,419-35.6% | $4,299-3.8% |
| Participant deferral / active EE | $7,791 | $9,865-21.0% | $9,331-16.5% | $6,507+19.7% |
| Admin fee / account holder | $36,024 | $17,692+103.6% | $16,305+120.9% | $12,624+185.4% |