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 | $115,169 | $86,929+32.5% | $102,423+12.4% | $80,856+42.4% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 16.05% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,502 | $2,369+5.6% | $3,023-17.2% | $2,755-9.2% |
| Participant deferral / active EE | $4,486 | $4,118+8.9% | $5,053-11.2% | $4,296+4.4% |
| Admin fee / account holder | $20,513 | $8,049+154.9% | $9,451+117.1% | $6,918+196.5% |