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 | $102,187 | $59,839+70.8% | $81,983+24.6% | $79,858+28.0% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.2%+12.2pp | 69.6%+11.8pp |
| Annual return | 14.63% | 17.56%-2.9pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,439 | $1,713+42.3% | $2,498-2.4% | $2,471-1.3% |
| Participant deferral / active EE | $4,202 | $2,695+55.9% | $3,722+12.9% | $3,740+12.4% |
| Admin fee / account holder | $3,984 | $4,287-7.1% | $5,664-29.7% | $5,306-24.9% |