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 | $129,346 | $81,460+58.8% | $103,333+25.2% | $80,856+60.0% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 10.62% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,957 | $3,105-37.0% | $3,868-49.4% | $2,755-29.0% |
| Participant deferral / active EE | $3,417 | $3,869-11.7% | $5,057-32.4% | $4,296-20.5% |
| Admin fee / account holder | $14,277 | $6,566+117.4% | $8,355+70.9% | $6,918+106.4% |