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 | $86,718 | $196,842-55.9% | $81,930+5.8% | - |
| Participation rate | 82.8% | 71.6%+11.3pp | 72.0%+10.8pp | - |
| Annual return | 18.13% | 11.43%+6.7pp | 29.49%-11.4pp | - |
| Employer contribution / active EE | $2,235 | $2,386-6.3% | $4,310-48.1% | - |
| Participant deferral / active EE | $3,385 | $3,828-11.6% | $7,107-52.4% | - |
| Admin fee / account holder | $1,951 | $15,940-87.8% | $5,158-62.2% | - |