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 | $112,416 | $55,706+101.8% | $75,886+48.1% | $72,985+54.0% |
| Participation rate | 72.9% | 61.1%+11.7pp | 69.3%+3.6pp | 69.5%+3.4pp |
| Annual return | 18.21% | 27.59%-9.4pp | 30.76%-12.5pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,122 | $1,687+25.8% | $2,500-15.1% | $2,440-13.0% |
| Participant deferral / active EE | $4,384 | $2,634+66.5% | $3,603+21.7% | $3,607+21.5% |
| Admin fee / account holder | $3,332 | $3,978-16.3% | $5,418-38.5% | $5,124-35.0% |