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 | $96,704 | $67,606+43.0% | $82,313+17.5% | $70,131+37.9% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 14.75% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,725 | $1,755+55.3% | $2,428+12.2% | $2,342+16.4% |
| Participant deferral / active EE | $4,100 | $2,987+37.3% | $3,706+10.6% | $3,332+23.0% |
| Admin fee / account holder | $6,259 | $4,512+38.7% | $5,608+11.6% | $4,645+34.7% |