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 | $148,155 | $86,929+70.4% | $102,423+44.6% | $80,856+83.2% |
| Participation rate | 80.4% | 72.4%+8.0pp | 76.5%+3.9pp | 67.6%+12.8pp |
| Annual return | 12.87% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,259 | $2,369-4.7% | $3,023-25.3% | $2,755-18.0% |
| Participant deferral / active EE | $4,187 | $4,118+1.7% | $5,053-17.1% | $4,296-2.5% |
| Admin fee / account holder | $5,776 | $8,049-28.2% | $9,451-38.9% | $6,918-16.5% |