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 | $115,163 | $64,348+79.0% | $90,160+27.7% | $70,131+64.2% |
| Participation rate | 71.0% | 70.4%+0.5pp | 76.9%-5.9pp | 69.5%+1.4pp |
| Annual return | 18.76% | 28.13%-9.4pp | 34.88%-16.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,573 | $2,046+25.8% | $3,318-22.4% | $2,342+9.9% |
| Participant deferral / active EE | $6,521 | $4,389+48.6% | $5,288+23.3% | $3,332+95.7% |
| Admin fee / account holder | $3,731 | $3,944-5.4% | $5,943-37.2% | $4,645-19.7% |