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 | $103,108 | $135,952-24.2% | $123,892-16.8% | $273,961-62.4% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 7.88% | 56.63%-48.8pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,995 | $5,170-42.1% | $4,617-35.1% | $4,869-38.5% |
| Participant deferral / active EE | $6,242 | $6,343-1.6% | $5,984+4.3% | $5,287+18.1% |
| Admin fee / account holder | $36,492 | $9,817+271.7% | $8,357+336.7% | $10,132+260.2% |