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 | $131,469 | $105,630+24.5% | $87,507+50.2% | $273,961-52.0% |
| Participation rate | 82.4% | 78.2%+4.2pp | 73.8%+8.5pp | 83.0%-0.7pp |
| Annual return | 10.88% | 12.25%-1.4pp | 12.21%-1.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,789 | $3,601+88.5% | $3,149+115.6% | $5,287+28.4% |
| Admin fee / account holder | $792 | $4,781-83.4% | $4,221-81.2% | $10,132-92.2% |