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 | $125,793 | $74,927+67.9% | $101,794+23.6% | $84,808+48.3% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.2%+1.5pp | 68.3%+2.4pp |
| Annual return | 14.76% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $464 | $1,522-69.5% | $2,289-79.7% | $2,631-82.4% |
| Participant deferral / active EE | $3,985 | $3,099+28.6% | $4,084-2.4% | $4,212-5.4% |
| Admin fee / account holder | $14,719 | $6,514+126.0% | $8,777+67.7% | $7,344+100.4% |