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 | $142,741 | $109,881+29.9% | $150,045-4.9% | $84,808+68.3% |
| Participation rate | 72.7% | 76.1%-3.4pp | 82.3%-9.6pp | 68.3%+4.4pp |
| Annual return | 18.66% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,772 | $3,561+5.9% | $4,693-19.6% | $2,631+43.4% |
| Participant deferral / active EE | $9,442 | $6,636+42.3% | $7,997+18.1% | $4,212+124.2% |
| Admin fee / account holder | $8,308 | $8,568-3.0% | $13,435-38.2% | $7,344+13.1% |