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 | $109,270 | $72,492+50.7% | $87,100+25.5% | $72,985+49.7% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 22.43% | 24.46%-2.0pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,876 | $1,894+51.9% | $2,521+14.1% | $2,440+17.9% |
| Participant deferral / active EE | $4,539 | $3,270+38.8% | $4,049+12.1% | $3,607+25.8% |
| Admin fee / account holder | $1,318 | $5,055-73.9% | $7,497-82.4% | $5,124-74.3% |