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 | $107,182 | $77,899+37.6% | $149,673-28.4% | $75,163+42.6% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 13.98% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,753 | $3,137-12.3% | $4,818-42.9% | $2,670+3.1% |
| Participant deferral / active EE | $5,291 | $3,411+55.1% | $5,680-6.8% | $4,125+28.3% |
| Admin fee / account holder | $1,393 | $5,956-76.6% | $13,210-89.5% | $5,651-75.4% |