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 | $158,713 | $95,453+66.3% | $112,040+41.7% | $82,448+92.5% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.5%-6.3pp | 68.1%+2.1pp |
| Annual return | 15.13% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,767 | $2,318-23.8% | $2,954-40.2% | $2,551-30.8% |
| Participant deferral / active EE | $8,790 | $4,224+108.1% | $5,098+72.4% | $4,139+112.4% |
| Admin fee / account holder | $20,647 | $9,013+129.1% | $12,098+70.7% | $7,234+185.4% |