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 | $128,276 | $81,248+57.9% | $155,509-17.5% | $80,856+58.6% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 21.05% | 33.31%-12.3pp | 64.67%-43.6pp | 35.59%-14.5pp |
| Employer contribution / active EE | $3,726 | $3,100+20.2% | $4,672-20.3% | $2,755+35.2% |
| Participant deferral / active EE | $5,558 | $3,452+61.0% | $5,626-1.2% | $4,296+29.4% |
| Admin fee / account holder | $2,297 | $7,997-71.3% | $15,912-85.6% | $6,918-66.8% |