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 | $87,186 | $63,764+36.7% | $81,930+6.4% | $79,858+9.2% |
| Participation rate | 90.0% | 67.5%+22.5pp | 72.0%+18.0pp | 69.6%+20.4pp |
| Annual return | 17.26% | 22.66%-5.4pp | 29.49%-12.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,695 | $1,795-5.6% | $4,310-60.7% | $2,471-31.4% |
| Participant deferral / active EE | $2,587 | $2,780-7.0% | $7,107-63.6% | $3,740-30.8% |
| Admin fee / account holder | $7,140 | $4,426+61.3% | $5,158+38.4% | $5,306+34.6% |