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 | $104,822 | $86,929+20.6% | $102,423+2.3% | $80,856+29.6% |
| Participation rate | 86.9% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,839 | $2,369-22.4% | $3,023-39.2% | $2,755-33.2% |
| Participant deferral / active EE | $4,980 | $4,118+20.9% | $5,053-1.4% | $4,296+15.9% |
| Admin fee / account holder | $13,227 | $8,049+64.3% | $9,451+40.0% | $6,918+91.2% |