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 | $84,162 | $58,512+43.8% | $84,015+0.2% | $72,985+15.3% |
| Participation rate | 77.6% | 61.2%+16.4pp | 69.0%+8.6pp | 69.5%+8.1pp |
| Annual return | 23.02% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $669 | $1,163-42.5% | $1,983-66.3% | $2,440-72.6% |
| Participant deferral / active EE | $2,783 | $2,394+16.3% | $3,239-14.1% | $3,607-22.9% |
| Admin fee / account holder | $8,147 | $4,569+78.3% | $6,101+33.5% | $5,124+59.0% |