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 | $123,825 | $80,968+52.9% | $96,544+28.3% | $75,163+64.7% |
| Participation rate | 88.2% | 71.8%+16.4pp | 76.0%+12.2pp | 67.2%+21.0pp |
| Annual return | 14.37% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,242 | $2,282-1.7% | $2,965-24.4% | $2,670-16.0% |
| Participant deferral / active EE | $8,072 | $3,928+105.5% | $4,851+66.4% | $4,125+95.7% |
| Admin fee / account holder | $7,979 | $6,724+18.7% | $8,252-3.3% | $5,651+41.2% |