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 | $91,959 | $95,803-4.0% | $113,168-18.7% | $84,808+8.4% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 17.27% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,722 | $2,360-27.0% | $2,975-42.1% | $2,631-34.5% |
| Participant deferral / active EE | $3,099 | $4,242-26.9% | $5,107-39.3% | $4,212-26.4% |
| Admin fee / account holder | $1,386 | $8,989-84.6% | $12,068-88.5% | $7,344-81.1% |