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 | $140,951 | $88,583+59.1% | $88,497+59.3% | $273,961-48.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 82.4%+7.6pp | 83.0%+7.0pp |
| Annual return | 7.22% | 5.68%+1.5pp | 7.63%-0.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,298 | $4,502-26.8% | $4,036-18.3% | $4,869-32.3% |
| Participant deferral / active EE | $9,088 | $4,891+85.8% | $4,899+85.5% | $5,287+71.9% |
| Admin fee / account holder | $423 | $8,980-95.3% | $6,220-93.2% | $10,132-95.8% |