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 | $131,860 | $83,477+58.0% | $125,175+5.3% | $72,985+80.7% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.5%+21.8pp |
| Annual return | 22.42% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,141 | $2,345-8.7% | $3,865-44.6% | $2,440-12.2% |
| Participant deferral / active EE | $4,554 | $3,585+27.0% | $4,937-7.8% | $3,607+26.2% |
| Admin fee / account holder | $2,117 | $5,517-61.6% | $9,702-78.2% | $5,124-58.7% |