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 | $135,708 | $76,552+77.3% | $123,892+9.5% | $62,891+115.8% |
| Participation rate | 71.7% | 73.0%-1.3pp | 81.4%-9.7pp | 69.3%+2.4pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,394 | $2,883+121.8% | $4,617+38.5% | $2,281+180.3% |
| Participant deferral / active EE | $8,692 | $4,840+79.6% | $5,984+45.2% | $3,203+171.4% |
| Admin fee / account holder | $7,127 | $4,826+47.7% | $8,357-14.7% | $4,296+65.9% |