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 | $109,168 | $95,803+14.0% | $113,168-3.5% | $84,808+28.7% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 14.92% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,405 | $2,360-40.5% | $2,975-52.8% | $2,631-46.6% |
| Participant deferral / active EE | $6,691 | $4,242+57.7% | $5,107+31.0% | $4,212+58.9% |
| Admin fee / account holder | $24,463 | $8,989+172.1% | $12,068+102.7% | $7,344+233.1% |