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 | $112,721 | $91,019+23.8% | $392,568-71.3% | $72,985+54.4% |
| Participation rate | 81.3% | 74.4%+6.9pp | 78.1%+3.2pp | 69.5%+11.8pp |
| Annual return | 19.39% | 20.00%-0.6pp | 24.42%-5.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,219 | $2,751-55.7% | $3,783-67.8% | $2,440-50.0% |
| Participant deferral / active EE | $6,192 | $4,570+35.5% | $5,985+3.5% | $3,607+71.6% |
| Admin fee / account holder | $3,096 | $4,895-36.7% | $6,260-50.5% | $5,124-39.6% |