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 | $117,484 | $82,978+41.6% | $129,995-9.6% | $71,457+64.4% |
| Participation rate | 74.3% | 74.1%+0.2pp | 78.5%-4.2pp | 67.9%+6.4pp |
| Annual return | 18.08% | 20.60%-2.5pp | -137.18%+155.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $927 | $2,622-64.6% | $4,320-78.5% | $2,588-64.2% |
| Participant deferral / active EE | $2,388 | $4,432-46.1% | $5,820-59.0% | $4,289-44.3% |
| Admin fee / account holder | $9,880 | $1,729+471.4% | $10,614-6.9% | $1,587+522.4% |