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 | $114,951 | $81,248+41.5% | $155,509-26.1% | $80,856+42.2% |
| Participation rate | 71.8% | 66.2%+5.6pp | 78.2%-6.4pp | 67.6%+4.2pp |
| Annual return | 16.36% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,596 | $3,100+16.0% | $4,672-23.0% | $2,755+30.5% |
| Participant deferral / active EE | $5,372 | $3,452+55.6% | $5,626-4.5% | $4,296+25.0% |
| Admin fee / account holder | $10,021 | $7,997+25.3% | $15,912-37.0% | $6,918+44.9% |