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 | $127,098 | $101,724+24.9% | $164,813-22.9% | $80,856+57.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 15.77% | 16.72%-0.9pp | 69.93%-54.2pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,211 | $2,953-59.0% | $4,341-72.1% | $2,755-56.0% |
| Participant deferral / active EE | $4,778 | $4,477+6.7% | $6,031-20.8% | $4,296+11.2% |
| Admin fee / account holder | $2,812 | $8,227-65.8% | $12,690-77.8% | $6,918-59.4% |