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 | $120,961 | $89,753+34.8% | $107,525+12.5% | $84,808+42.6% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,792 | $3,113+21.8% | $3,754+1.0% | $2,631+44.1% |
| Participant deferral / active EE | $4,806 | $4,056+18.5% | $5,116-6.0% | $4,212+14.1% |
| Admin fee / account holder | $7,526 | $7,222+4.2% | $8,919-15.6% | $7,344+2.5% |