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 | $95,675 | $63,764+50.0% | $81,930+16.8% | $79,858+19.8% |
| Participation rate | 73.5% | 67.5%+6.0pp | 72.0%+1.5pp | 69.6%+3.9pp |
| Annual return | 26.95% | 22.66%+4.3pp | 29.49%-2.5pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,479 | $1,795-17.6% | $4,310-65.7% | $2,471-40.1% |
| Participant deferral / active EE | $3,533 | $2,780+27.1% | $7,107-50.3% | $3,740-5.5% |
| Admin fee / account holder | $2,340 | $4,426-47.1% | $5,158-54.6% | $5,306-55.9% |