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 | $116,188 | $67,606+71.9% | $82,313+41.2% | $70,131+65.7% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 16.41% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,799 | $1,755+2.5% | $2,428-25.9% | $2,342-23.2% |
| Participant deferral / active EE | $4,146 | $2,987+38.8% | $3,706+11.9% | $3,332+24.4% |
| Admin fee / account holder | $10,515 | $4,512+133.1% | $5,608+87.5% | $4,645+126.4% |