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 | $99,116 | $64,480+53.7% | $81,382+21.8% | $80,856+22.6% |
| Participation rate | 73.3% | 63.9%+9.5pp | 69.5%+3.8pp | 67.6%+5.7pp |
| Annual return | 12.43% | 16.34%-3.9pp | 24.73%-12.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,353 | $1,978+18.9% | $2,463-4.5% | $2,755-14.6% |
| Participant deferral / active EE | $6,676 | $3,094+115.8% | $3,883+71.9% | $4,296+55.4% |
| Admin fee / account holder | $10,885 | $5,671+91.9% | $5,768+88.7% | $6,918+57.3% |