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 | $142,184 | $76,367+86.2% | $93,606+51.9% | $72,985+94.8% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 24.18% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,199 | $2,275-3.3% | $2,718-19.1% | $2,440-9.9% |
| Participant deferral / active EE | $4,510 | $3,538+27.5% | $4,069+10.8% | $3,607+25.0% |
| Admin fee / account holder | $5,331 | $6,838-22.0% | $7,888-32.4% | $5,124+4.0% |