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 | $138,502 | $106,749+29.7% | $145,433-4.8% | $82,448+68.0% |
| Participation rate | 93.0% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 14.63% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,586 | $3,444+4.1% | $4,554-21.3% | $2,551+40.6% |
| Participant deferral / active EE | $8,663 | $6,519+32.9% | $7,897+9.7% | $4,139+109.3% |
| Admin fee / account holder | $6,334 | $8,390-24.5% | $13,129-51.8% | $7,234-12.4% |