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 | $80,648 | $72,492+11.3% | $87,100-7.4% | $72,985+10.5% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 23.05% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $617 | $1,894-67.4% | $2,521-75.5% | $2,440-74.7% |
| Participant deferral / active EE | $4,020 | $3,270+23.0% | $4,049-0.7% | $3,607+11.4% |
| Admin fee / account holder | $3,101 | $5,055-38.7% | $7,497-58.6% | $5,124-39.5% |