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 | $115,189 | $67,606+70.4% | $82,313+39.9% | $70,131+64.2% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 15.49% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $788 | $1,755-55.1% | $2,428-67.6% | $2,342-66.4% |
| Participant deferral / active EE | $4,794 | $2,987+60.5% | $3,706+29.4% | $3,332+43.9% |
| Admin fee / account holder | $9,541 | $4,512+111.5% | $5,608+70.1% | $4,645+105.4% |