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 | $129,642 | $69,454+86.7% | $180,183-28.0% | $74,304+74.5% |
| Participation rate | 75.4% | 61.8%+13.6pp | 77.4%-2.0pp | 60.3%+15.1pp |
| Annual return | 14.76% | 25.86%-11.1pp | 27.86%-13.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,767 | $3,155+51.1% | $5,039-5.4% | $2,241+112.7% |
| Participant deferral / active EE | $7,796 | $4,662+67.2% | $6,822+14.3% | $3,767+106.9% |
| Admin fee / account holder | $15,144 | $3,036+398.8% | $19,975-24.2% | $2,969+410.1% |