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 | $115,966 | $95,803+21.0% | $113,168+2.5% | $84,808+36.7% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 12.43% | 25.00%-12.6pp | 24.27%-11.8pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,126 | $2,360-9.9% | $2,975-28.5% | $2,631-19.2% |
| Participant deferral / active EE | $5,598 | $4,242+32.0% | $5,107+9.6% | $4,212+32.9% |
| Admin fee / account holder | $25,808 | $8,989+187.1% | $12,068+113.9% | $7,344+251.4% |