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 | $109,787 | $78,422+40.0% | $95,952+14.4% | $79,858+37.5% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 23.32% | 19.37%+3.9pp | 91.61%-68.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $790 | $1,945-59.4% | $2,541-68.9% | $2,471-68.0% |
| Participant deferral / active EE | $2,218 | $3,440-35.5% | $4,167-46.8% | $3,740-40.7% |
| Admin fee / account holder | $3,069 | $5,622-45.4% | $6,795-54.8% | $5,306-42.2% |