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 | $164,390 | $95,803+71.6% | $113,168+45.3% | $84,808+93.8% |
| Participation rate | 74.3% | 72.9%+1.4pp | 76.6%-2.3pp | 68.3%+6.0pp |
| Annual return | 15.71% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,689 | $2,360+14.0% | $2,975-9.6% | $2,631+2.2% |
| Participant deferral / active EE | $6,209 | $4,242+46.4% | $5,107+21.6% | $4,212+47.4% |
| Admin fee / account holder | $4,198 | $8,989-53.3% | $12,068-65.2% | $7,344-42.8% |