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 | $108,178 | $123,793-12.6% | $177,821-39.2% | $79,858+35.5% |
| Participation rate | 74.1% | 84.7%-10.6pp | 87.7%-13.6pp | 69.6%+4.4pp |
| Annual return | 15.51% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,667 | $4,095-34.9% | $5,918-54.9% | $2,471+7.9% |
| Participant deferral / active EE | $6,536 | $5,956+9.7% | $7,714-15.3% | $3,740+74.7% |
| Admin fee / account holder | $748 | $7,243-89.7% | $12,427-94.0% | $5,306-85.9% |