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 | $90,511 | $81,460+11.1% | $103,333-12.4% | $80,856+11.9% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 12.86% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,809 | $3,105-41.7% | $3,868-53.2% | $2,755-34.3% |
| Participant deferral / active EE | $4,505 | $3,869+16.4% | $5,057-10.9% | $4,296+4.9% |
| Admin fee / account holder | $8,841 | $6,566+34.6% | $8,355+5.8% | $6,918+27.8% |