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 | $144,316 | $76,552+88.5% | $123,892+16.5% | $62,891+129.5% |
| Participation rate | 72.7% | 73.0%-0.3pp | 81.4%-8.7pp | 69.3%+3.4pp |
| Annual return | 9.32% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $839 | $2,883-70.9% | $4,617-81.8% | $2,281-63.2% |
| Participant deferral / active EE | $6,076 | $4,840+25.5% | $5,984+1.5% | $3,203+89.7% |
| Admin fee / account holder | $5,406 | $4,826+12.0% | $8,357-35.3% | $4,296+25.9% |