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 | $146,904 | $86,929+69.0% | $102,423+43.4% | $80,856+81.7% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 17.61% | 18.88%-1.3pp | 29.32%-11.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,862 | $2,369+20.8% | $3,023-5.3% | $2,755+3.9% |
| Participant deferral / active EE | $6,119 | $4,118+48.6% | $5,053+21.1% | $4,296+42.4% |
| Admin fee / account holder | $6,700 | $8,049-16.8% | $9,451-29.1% | $6,918-3.2% |