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 | $105,151 | $109,359-3.8% | $162,163-35.2% | $72,985+44.1% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 21.09% | 25.46%-4.4pp | 115.59%-94.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,006 | $3,907-48.7% | $5,614-64.3% | $2,440-17.8% |
| Participant deferral / active EE | $4,377 | $5,481-20.1% | $7,298-40.0% | $3,607+21.3% |
| Admin fee / account holder | $30,531 | $7,972+283.0% | $10,843+181.6% | $5,124+495.8% |