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 | $114,314 | $106,749+7.1% | $145,433-21.4% | $82,448+38.7% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.1%+9.7pp | 68.1%+23.8pp |
| Annual return | 16.36% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,209 | $6,519+148.7% | $7,897+105.2% | $4,139+291.6% |
| Admin fee / account holder | $10,531 | $8,390+25.5% | $13,129-19.8% | $7,234+45.6% |