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 | $95,312 | $177,572-46.3% | $154,803-38.4% | $142,382-33.1% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 13.15% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,116 | $4,810-56.0% | $4,305-50.8% | $4,299-50.8% |
| Participant deferral / active EE | $4,025 | $6,272-35.8% | $5,540-27.4% | $6,507-38.2% |
| Admin fee / account holder | $1,813 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |