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 | $131,224 | $76,552+71.4% | $123,892+5.9% | $62,891+108.7% |
| Participation rate | 74.5% | 73.0%+1.5pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 8.63% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,655 | $2,883-7.9% | $4,617-42.5% | $2,281+16.4% |
| Participant deferral / active EE | $6,455 | $4,840+33.4% | $5,984+7.9% | $3,203+101.5% |
| Admin fee / account holder | $15,354 | $4,826+218.2% | $8,357+83.7% | $4,296+257.4% |