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 | $125,913 | $82,032+53.5% | $123,104+2.3% | $59,632+111.1% |
| Participation rate | 85.2% | 83.2%+2.0pp | 86.8%-1.6pp | 68.7%+16.5pp |
| Annual return | 1.00% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $5,768 | $3,297+75.0% | $5,151+12.0% | $2,203+161.9% |
| Participant deferral / active EE | $3,185 | $4,667-31.7% | $6,230-48.9% | $3,192-0.2% |
| Admin fee / account holder | $8,127 | $5,881+38.2% | $9,015-9.8% | $4,297+89.1% |