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 | $113,363 | $78,422+44.6% | $95,952+18.1% | $79,858+42.0% |
| Participation rate | 79.7% | 73.5%+6.2pp | 77.1%+2.6pp | 69.6%+10.1pp |
| Annual return | 15.29% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,733 | $1,945-10.9% | $2,541-31.8% | $2,471-29.9% |
| Participant deferral / active EE | $6,048 | $3,440+75.8% | $4,167+45.1% | $3,740+61.7% |
| Admin fee / account holder | $4,417 | $5,622-21.4% | $6,795-35.0% | $5,306-16.8% |