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 | $136,468 | $74,927+82.1% | $101,794+34.1% | $84,808+60.9% |
| Participation rate | 70.5% | 61.4%+9.1pp | 69.2%+1.3pp | 68.3%+2.2pp |
| Annual return | 13.75% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $682 | $1,522-55.2% | $2,289-70.2% | $2,631-74.1% |
| Participant deferral / active EE | $4,153 | $3,099+34.0% | $4,084+1.7% | $4,212-1.4% |
| Admin fee / account holder | $11,713 | $6,514+79.8% | $8,777+33.5% | $7,344+59.5% |