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 | $112,335 | $87,870+27.8% | $113,168-0.7% | $74,304+51.2% |
| Participation rate | 87.9% | 70.7%+17.2pp | 76.6%+11.3pp | 60.3%+27.6pp |
| Annual return | 17.87% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,974 | $2,277+74.5% | $2,975+33.6% | $2,241+77.3% |
| Participant deferral / active EE | $5,752 | $4,241+35.6% | $5,107+12.6% | $3,767+52.7% |
| Admin fee / account holder | $5,302 | $3,368+57.4% | $12,068-56.1% | $2,969+78.6% |