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 | $204,455 | $161,352+26.7% | $134,172+52.4% | $137,256+49.0% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 11.44% | 28.72%-17.3pp | 25.30%-13.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,096 | $4,099-48.9% | $3,420-38.7% | $4,156-49.6% |
| Participant deferral / active EE | $10,601 | $5,552+90.9% | $4,690+126.0% | $6,407+65.5% |
| Admin fee / account holder | $1,569 | $15,028-89.6% | $12,016-86.9% | $12,270-87.2% |