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 | $100,773 | $48,076+109.6% | $78,689+28.1% | $62,891+60.2% |
| Participation rate | 77.4% | 65.2%+12.2pp | 73.6%+3.9pp | 69.3%+8.1pp |
| Annual return | 8.37% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,969 | $2,015-2.3% | $2,851-30.9% | $2,281-13.7% |
| Participant deferral / active EE | $4,540 | $2,588+75.4% | $3,517+29.1% | $3,203+41.7% |
| Admin fee / account holder | $1,223 | $3,207-61.9% | $4,510-72.9% | $4,296-71.5% |