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 | $101,877 | $65,365+55.9% | $92,893+9.7% | $72,985+39.6% |
| Participation rate | 75.9% | 68.3%+7.6pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 17.84% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $732 | $2,594-71.8% | $3,653-80.0% | $2,440-70.0% |
| Participant deferral / active EE | $5,779 | $3,128+84.7% | $4,236+36.4% | $3,607+60.2% |
| Admin fee / account holder | $13,917 | $4,251+227.4% | $5,794+140.2% | $5,124+171.6% |