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 | $122,025 | $91,552+33.3% | $133,956-8.9% | $79,858+52.8% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 13.25% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,234 | $2,384-6.3% | $3,919-43.0% | $2,471-9.6% |
| Participant deferral / active EE | $8,142 | $3,733+118.1% | $5,048+61.3% | $3,740+117.7% |
| Admin fee / account holder | $19,111 | $6,321+202.4% | $8,927+114.1% | $5,306+260.2% |