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 | $146,977 | $95,803+53.4% | $113,168+29.9% | $84,808+73.3% |
| Participation rate | 71.9% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.6pp |
| Annual return | 14.94% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,870 | $2,360-20.8% | $2,975-37.2% | $2,631-28.9% |
| Participant deferral / active EE | $5,129 | $4,242+20.9% | $5,107+0.4% | $4,212+21.8% |
| Admin fee / account holder | $7,813 | $8,989-13.1% | $12,068-35.3% | $7,344+6.4% |