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 | $104,101 | $86,929+19.8% | $102,423+1.6% | $80,856+28.7% |
| Participation rate | 93.4% | 72.4%+21.1pp | 76.5%+17.0pp | 67.6%+25.8pp |
| Annual return | 11.03% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,023 | $2,369+69.8% | $3,023+33.1% | $2,755+46.0% |
| Participant deferral / active EE | $5,745 | $4,118+39.5% | $5,053+13.7% | $4,296+33.7% |
| Admin fee / account holder | $10,052 | $8,049+24.9% | $9,451+6.4% | $6,918+45.3% |