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 | $134,998 | $54,762+146.5% | $90,281+49.5% | $72,985+85.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 24.99% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,860 | $2,092-11.1% | $2,854-34.9% | $2,440-23.8% |
| Participant deferral / active EE | $3,547 | $2,887+22.9% | $3,885-8.7% | $3,607-1.7% |
| Admin fee / account holder | $5,937 | $3,972+49.5% | $5,351+10.9% | $5,124+15.9% |