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 | $132,567 | $95,803+38.4% | $113,168+17.1% | $84,808+56.3% |
| Participation rate | 87.6% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.3pp |
| Annual return | 14.40% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,853 | $2,360-21.5% | $2,975-37.7% | $2,631-29.6% |
| Participant deferral / active EE | $6,046 | $4,242+42.5% | $5,107+18.4% | $4,212+43.6% |
| Admin fee / account holder | $5,553 | $8,989-38.2% | $12,068-54.0% | $7,344-24.4% |