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 | $166,843 | $135,952+22.7% | $123,892+34.7% | $273,961-39.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 5.54% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,886 | $5,170-44.2% | $4,617-37.5% | $4,869-40.7% |
| Participant deferral / active EE | $10,547 | $6,343+66.3% | $5,984+76.2% | $5,287+99.5% |
| Admin fee / account holder | $12,851 | $9,817+30.9% | $8,357+53.8% | $10,132+26.8% |