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 | $133,206 | $81,233+64.0% | $155,567-14.4% | $80,874+64.7% |
| Participation rate | 74.5% | 66.2%+8.3pp | 78.2%-3.7pp | 67.6%+6.8pp |
| Annual return | 13.59% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,330 | $3,101-24.9% | $4,674-50.2% | $2,756-15.5% |
| Participant deferral / active EE | $4,670 | $3,452+35.3% | $5,628-17.0% | $4,297+8.7% |
| Admin fee / account holder | $12,624 | $7,998+57.8% | $15,916-20.7% | $6,935+82.0% |