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 | $136,162 | $81,460+67.2% | $103,333+31.8% | $80,856+68.4% |
| Participation rate | 70.6% | 66.8%+3.7pp | 74.5%-3.9pp | 67.6%+3.0pp |
| Annual return | 17.09% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,993 | $3,105-3.6% | $3,868-22.6% | $2,755+8.6% |
| Participant deferral / active EE | $7,395 | $3,869+91.2% | $5,057+46.2% | $4,296+72.2% |
| Admin fee / account holder | $17,649 | $6,566+168.8% | $8,355+111.2% | $6,918+155.1% |