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 | $152,762 | $95,803+59.5% | $113,168+35.0% | $84,808+80.1% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.3pp |
| Annual return | 16.43% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,029 | $2,360-56.4% | $2,975-65.4% | $2,631-60.9% |
| Participant deferral / active EE | $5,639 | $4,242+32.9% | $5,107+10.4% | $4,212+33.9% |
| Admin fee / account holder | $1,705 | $8,989-81.0% | $12,068-85.9% | $7,344-76.8% |