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 | $123,331 | $80,673+52.9% | $101,326+21.7% | $84,808+45.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 81.5%-4.6pp | 68.3%+8.6pp |
| Annual return | 23.34% | 38.95%-15.6pp | 36.82%-13.5pp | 40.90%-17.6pp |
| Employer contribution / active EE | $3,439 | $2,698+27.5% | $3,665-6.2% | $2,631+30.7% |
| Participant deferral / active EE | $8,660 | $6,840+26.6% | $7,994+8.3% | $4,212+105.6% |
| Admin fee / account holder | $20,390 | $12,784+59.5% | $11,185+82.3% | $7,344+177.7% |