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 | $126,197 | $109,359+15.4% | $162,163-22.2% | $72,985+72.9% |
| Participation rate | 75.9% | 84.3%-8.4pp | 87.6%-11.7pp | 69.5%+6.4pp |
| Annual return | 27.30% | 25.46%+1.8pp | 115.59%-88.3pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,240 | $3,907-68.3% | $5,614-77.9% | $2,440-49.2% |
| Participant deferral / active EE | $6,701 | $5,481+22.3% | $7,298-8.2% | $3,607+85.8% |
| Admin fee / account holder | $12,198 | $7,972+53.0% | $10,843+12.5% | $5,124+138.0% |