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 | $123,393 | $73,787+67.2% | $98,716+25.0% | $82,448+49.7% |
| Participation rate | 87.7% | 61.4%+26.3pp | 69.3%+18.4pp | 68.1%+19.7pp |
| Annual return | 14.33% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,890 | $1,511+91.2% | $2,279+26.8% | $2,551+13.3% |
| Participant deferral / active EE | $4,935 | $3,081+60.2% | $4,048+21.9% | $4,139+19.2% |
| Admin fee / account holder | $2,817 | $6,500-56.7% | $8,703-67.6% | $7,234-61.1% |