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 | $123,310 | $86,929+41.9% | $102,423+20.4% | $80,856+52.5% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.6%+23.1pp |
| Annual return | 13.97% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,382 | $2,369+84.9% | $3,023+44.9% | $2,755+59.1% |
| Participant deferral / active EE | $6,895 | $4,118+67.4% | $5,053+36.4% | $4,296+60.5% |
| Admin fee / account holder | $2,656 | $8,049-67.0% | $9,451-71.9% | $6,918-61.6% |