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 | $101,190 | $72,492+39.6% | $87,100+16.2% | $72,985+38.6% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 21.31% | 24.46%-3.1pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $905 | $1,894-52.2% | $2,521-64.1% | $2,440-62.9% |
| Participant deferral / active EE | $4,410 | $3,270+34.9% | $4,049+8.9% | $3,607+22.3% |
| Admin fee / account holder | $12,326 | $5,055+143.9% | $7,497+64.4% | $5,124+140.5% |