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 | $131,957 | $81,460+62.0% | $103,333+27.7% | $80,856+63.2% |
| Participation rate | 75.3% | 66.8%+8.4pp | 74.5%+0.7pp | 67.6%+7.6pp |
| Annual return | 13.37% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,828 | $3,105+23.3% | $3,868-1.0% | $2,755+38.9% |
| Participant deferral / active EE | $7,871 | $3,869+103.5% | $5,057+55.6% | $4,296+83.2% |
| Admin fee / account holder | $7,222 | $6,566+10.0% | $8,355-13.6% | $6,918+4.4% |