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 | $142,066 | $55,706+155.0% | $75,886+87.2% | $72,985+94.7% |
| Participation rate | 74.5% | 61.1%+13.4pp | 69.3%+5.2pp | 69.5%+5.0pp |
| Annual return | 23.00% | 27.59%-4.6pp | 30.76%-7.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,740 | $1,687+3.2% | $2,500-30.4% | $2,440-28.7% |
| Participant deferral / active EE | $3,872 | $2,634+47.0% | $3,603+7.5% | $3,607+7.3% |
| Admin fee / account holder | $25,392 | $3,978+538.3% | $5,418+368.6% | $5,124+395.5% |