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 | $117,983 | $95,803+23.2% | $113,168+4.3% | $84,808+39.1% |
| Participation rate | 77.3% | 72.9%+4.4pp | 76.6%+0.7pp | 68.3%+9.0pp |
| Annual return | 14.30% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,973 | $2,360-16.4% | $2,975-33.7% | $2,631-25.0% |
| Participant deferral / active EE | $6,500 | $4,242+53.2% | $5,107+27.3% | $4,212+54.3% |
| Admin fee / account holder | $28,204 | $8,989+213.8% | $12,068+133.7% | $7,344+284.1% |