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 | $131,857 | $67,606+95.0% | $82,313+60.2% | $70,131+88.0% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 16.13% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,899 | $1,755+8.2% | $2,428-21.8% | $2,342-18.9% |
| Participant deferral / active EE | $4,786 | $2,987+60.2% | $3,706+29.1% | $3,332+43.7% |
| Admin fee / account holder | $564 | $4,512-87.5% | $5,608-90.0% | $4,645-87.9% |