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 | $137,136 | $87,841+56.1% | $133,980+2.4% | $62,891+118.1% |
| Participation rate | 82.4% | 83.4%-1.0pp | 87.1%-4.7pp | 69.3%+13.0pp |
| Annual return | 15.51% | 12.05%+3.5pp | 29.30%-13.8pp | 20.14%-4.6pp |
| Employer contribution / active EE | $6,389 | $3,483+83.4% | $5,211+22.6% | $2,281+180.1% |
| Participant deferral / active EE | $10,821 | $4,812+124.9% | $6,282+72.3% | $3,203+237.8% |
| Admin fee / account holder | $8,607 | $5,371+60.2% | $9,324-7.7% | $4,296+100.4% |