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 | $107,672 | $130,194-17.3% | $169,993-36.7% | $71,457+50.7% |
| Participation rate | 98.5% | 86.1%+12.3pp | 87.0%+11.5pp | 67.9%+30.6pp |
| Annual return | 17.15% | 20.37%-3.2pp | 53.37%-36.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,198 | $4,381-49.8% | $6,785-67.6% | $2,588-15.0% |
| Participant deferral / active EE | $4,038 | $6,923-41.7% | $10,408-61.2% | $4,289-5.9% |
| Admin fee / account holder | $8,975 | $966+829.4% | $12,815-30.0% | $1,587+465.4% |