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 | $138,828 | $105,856+31.1% | $285,549-51.4% | $116,875+18.8% |
| Participation rate | 81.5% | 68.4%+13.1pp | 83.2%-1.7pp | 74.5%+7.0pp |
| Annual return | 19.37% | 16.47%+2.9pp | 7.15%+12.2pp | 16.29%+3.1pp |
| Employer contribution / active EE | $3,383 | $2,968+14.0% | $5,022-32.6% | $3,288+2.9% |
| Participant deferral / active EE | $5,613 | $2,757+103.6% | $4,549+23.4% | $3,885+44.5% |
| Admin fee / account holder | $15,886 | $7,416+114.2% | $13,934+14.0% | $12,263+29.5% |