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 | $144,328 | $60,022+140.5% | $88,946+62.3% | $84,808+70.2% |
| Participation rate | 90.0% | 57.8%+32.2pp | 68.8%+21.2pp | 68.3%+21.7pp |
| Annual return | 14.89% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,573 | $1,703-7.6% | $2,555-38.4% | $2,631-40.2% |
| Participant deferral / active EE | $6,482 | $3,114+108.2% | $4,581+41.5% | $4,212+53.9% |
| Admin fee / account holder | $3,268 | $4,811-32.1% | $8,261-60.4% | $7,344-55.5% |