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 | $87,308 | $67,606+29.1% | $82,313+6.1% | $70,131+24.5% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 18.02% | 21.57%-3.5pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,745 | $1,755+56.4% | $2,428+13.0% | $2,342+17.2% |
| Participant deferral / active EE | $3,844 | $2,987+28.7% | $3,706+3.7% | $3,332+15.4% |
| Admin fee / account holder | $7,221 | $4,512+60.0% | $5,608+28.8% | $4,645+55.4% |