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 | $99,159 | $86,929+14.1% | $102,423-3.2% | $80,856+22.6% |
| Participation rate | 93.4% | 72.4%+21.0pp | 76.5%+16.9pp | 67.6%+25.8pp |
| Annual return | 14.22% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $8,522 | $2,369+259.7% | $3,023+181.9% | $2,755+209.3% |
| Participant deferral / active EE | $6,703 | $4,118+62.8% | $5,053+32.7% | $4,296+56.0% |
| Admin fee / account holder | $684 | $8,049-91.5% | $9,451-92.8% | $6,918-90.1% |