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 | $112,327 | $80,968+38.7% | $96,544+16.3% | $75,163+49.4% |
| Participation rate | 77.3% | 71.8%+5.5pp | 76.0%+1.3pp | 67.2%+10.1pp |
| Annual return | 14.38% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,603 | $2,282+14.1% | $2,965-12.2% | $2,670-2.5% |
| Participant deferral / active EE | $7,389 | $3,928+88.1% | $4,851+52.3% | $4,125+79.1% |
| Admin fee / account holder | $20,715 | $6,724+208.1% | $8,252+151.0% | $5,651+266.6% |