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 | $125,579 | $90,503+38.8% | $78,689+59.6% | $273,961-54.2% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 3.23% | 75.60%-72.4pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,767 | $3,176+50.1% | $2,851+67.2% | $4,869-2.1% |
| Participant deferral / active EE | $3,650 | $3,901-6.4% | $3,517+3.8% | $5,287-31.0% |
| Admin fee / account holder | $3,525 | $5,263-33.0% | $4,510-21.8% | $10,132-65.2% |