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 | $211,467 | $131,893+60.3% | $303,047-30.2% | $116,875+80.9% |
| Participation rate | 76.2% | 79.5%-3.3pp | 87.1%-10.9pp | 74.5%+1.7pp |
| Annual return | 12.32% | 15.41%-3.1pp | 2.47%+9.8pp | 16.29%-4.0pp |
| Employer contribution / active EE | $3,452 | $3,467-0.4% | $7,418-53.5% | $3,288+5.0% |
| Participant deferral / active EE | $3,597 | $4,183-14.0% | $5,070-29.0% | $3,885-7.4% |
| Admin fee / account holder | $14,500 | $14,721-1.5% | $39,333-63.1% | $12,263+18.2% |