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 | $186,815 | $131,893+41.6% | $303,047-38.4% | $116,875+59.8% |
| Participation rate | 93.7% | 79.5%+14.2pp | 87.1%+6.6pp | 74.5%+19.1pp |
| Annual return | 13.98% | 15.41%-1.4pp | 2.47%+11.5pp | 16.29%-2.3pp |
| Employer contribution / active EE | $18,040 | $3,467+420.4% | $7,418+143.2% | $3,288+448.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $5,070-100.0% | $3,885-100.0% |
| Admin fee / account holder | $11,088 | $14,721-24.7% | $39,333-71.8% | $12,263-9.6% |