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 | $106,280 | $73,787+44.0% | $98,716+7.7% | $82,448+28.9% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.3%+3.7pp | 68.1%+4.9pp |
| Annual return | 18.52% | 18.57%0pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $730 | $1,511-51.7% | $2,279-68.0% | $2,551-71.4% |
| Participant deferral / active EE | $3,229 | $3,081+4.8% | $4,048-20.2% | $4,139-22.0% |
| Admin fee / account holder | $9,599 | $6,500+47.7% | $8,703+10.3% | $7,234+32.7% |