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 | $102,180 | $79,944+27.8% | $98,439+3.8% | $75,163+35.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 13.67% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,063 | $2,264-8.9% | $3,048-32.3% | $2,670-22.7% |
| Participant deferral / active EE | $2,534 | $3,752-32.5% | $4,738-46.5% | $4,125-38.6% |
| Admin fee / account holder | $1,238 | $6,840-81.9% | $8,948-86.2% | $5,651-78.1% |