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 | $99,176 | $81,460+21.7% | $103,333-4.0% | $80,856+22.7% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.6%+16.2pp |
| Annual return | 17.93% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,345 | $3,105-24.5% | $3,868-39.4% | $2,755-14.9% |
| Participant deferral / active EE | $5,312 | $3,869+37.3% | $5,057+5.0% | $4,296+23.7% |
| Admin fee / account holder | $6,518 | $6,566-0.7% | $8,355-22.0% | $6,918-5.8% |