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 | $94,515 | $37,426+152.5% | $77,482+22.0% | $79,858+18.4% |
| Participation rate | 79.4% | 41.5%+37.9pp | 54.2%+25.2pp | 69.6%+9.8pp |
| Annual return | 12.95% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.8pp |
| Employer contribution / active EE | $876 | $637+37.6% | $986-11.2% | $2,471-64.5% |
| Participant deferral / active EE | $5,099 | $1,260+304.7% | $1,861+174.0% | $3,740+36.3% |
| Admin fee / account holder | $1,463 | $2,504-41.6% | $2,858-48.8% | $5,306-72.4% |