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 | $96,407 | $55,706+73.1% | $75,886+27.0% | $72,985+32.1% |
| Participation rate | 88.4% | 61.1%+27.3pp | 69.3%+19.1pp | 69.5%+18.9pp |
| Annual return | 24.85% | 27.59%-2.7pp | 30.76%-5.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,843 | $1,687+68.6% | $2,500+13.7% | $2,440+16.5% |
| Participant deferral / active EE | $3,700 | $2,634+40.5% | $3,603+2.7% | $3,607+2.6% |
| Admin fee / account holder | $4,869 | $3,978+22.4% | $5,418-10.1% | $5,124-5.0% |