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 | $136,004 | $77,503+75.5% | $100,391+35.5% | $80,856+68.2% |
| Participation rate | 86.2% | 76.9%+9.3pp | 81.5%+4.7pp | 67.6%+18.6pp |
| Annual return | 12.58% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,476 | $2,801-11.6% | $3,942-37.2% | $2,755-10.1% |
| Participant deferral / active EE | $7,817 | $6,820+14.6% | $8,082-3.3% | $4,296+82.0% |
| Admin fee / account holder | $25,502 | $5,897+332.5% | $7,899+222.8% | $6,918+268.6% |