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 | $109,282 | $67,606+61.6% | $82,313+32.8% | $70,131+55.8% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 14.54% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,058 | $1,755+188.2% | $2,428+108.3% | $2,342+115.9% |
| Participant deferral / active EE | $4,006 | $2,987+34.1% | $3,706+8.1% | $3,332+20.2% |
| Admin fee / account holder | $4,197 | $4,512-7.0% | $5,608-25.2% | $4,645-9.7% |