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 | $149,052 | $81,446+83.0% | $103,374+44.2% | $80,874+84.3% |
| Participation rate | 73.3% | 66.9%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 10.70% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,390 | $3,107-23.1% | $3,869-38.2% | $2,756-13.3% |
| Participant deferral / active EE | $5,249 | $3,870+35.6% | $5,058+3.8% | $4,297+22.2% |
| Admin fee / account holder | $11,493 | $6,715+71.2% | $8,394+36.9% | $6,935+65.7% |