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 | $189,341 | $95,803+97.6% | $113,168+67.3% | $84,808+123.3% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 20.94% | 25.00%-4.1pp | 24.27%-3.3pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,485 | $2,360+5.3% | $2,975-16.5% | $2,631-5.5% |
| Participant deferral / active EE | $7,044 | $4,242+66.1% | $5,107+37.9% | $4,212+67.3% |
| Admin fee / account holder | $2,628 | $8,989-70.8% | $12,068-78.2% | $7,344-64.2% |