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 | $110,212 | $81,248+35.6% | $155,509-29.1% | $80,856+36.3% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.6pp | 67.6%+27.1pp |
| Annual return | 18.02% | 33.31%-15.3pp | 64.67%-46.6pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,012 | $3,100-2.8% | $4,672-35.5% | $2,755+9.3% |
| Participant deferral / active EE | $6,854 | $3,452+98.6% | $5,626+21.8% | $4,296+59.6% |
| Admin fee / account holder | $2,741 | $7,997-65.7% | $15,912-82.8% | $6,918-60.4% |