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 | $115,829 | $74,927+54.6% | $101,794+13.8% | $84,808+36.6% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.2%+5.0pp | 68.3%+5.8pp |
| Annual return | 17.23% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,085 | $1,522+37.0% | $2,289-8.9% | $2,631-20.8% |
| Participant deferral / active EE | $3,960 | $3,099+27.8% | $4,084-3.0% | $4,212-6.0% |
| Admin fee / account holder | $5,053 | $6,514-22.4% | $8,777-42.4% | $7,344-31.2% |