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 | $112,102 | $74,927+49.6% | $101,794+10.1% | $84,808+32.2% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.2%+10.3pp | 68.3%+11.2pp |
| Annual return | 14.82% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,261 | $1,522+48.6% | $2,289-1.2% | $2,631-14.1% |
| Participant deferral / active EE | $4,108 | $3,099+32.5% | $4,084+0.6% | $4,212-2.5% |
| Admin fee / account holder | $2,459 | $6,514-62.3% | $8,777-72.0% | $7,344-66.5% |