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 | $138,863 | $76,552+81.4% | $123,892+12.1% | $62,891+120.8% |
| Participation rate | 87.3% | 73.0%+14.3pp | 81.4%+5.9pp | 69.3%+18.0pp |
| Annual return | 9.98% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,204 | $2,883-23.5% | $4,617-52.3% | $2,281-3.4% |
| Participant deferral / active EE | $9,485 | $4,840+96.0% | $5,984+58.5% | $3,203+196.1% |
| Admin fee / account holder | $11,275 | $4,826+133.6% | $8,357+34.9% | $4,296+162.5% |