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 | $121,935 | $70,475+73.0% | $100,516+21.3% | $79,858+52.7% |
| Participation rate | 81.0% | 73.7%+7.3pp | 79.4%+1.6pp | 69.6%+11.3pp |
| Annual return | 14.55% | 21.90%-7.3pp | 30.89%-16.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,919 | $2,165-11.3% | $3,418-43.9% | $2,471-22.3% |
| Participant deferral / active EE | $9,036 | $5,181+74.4% | $6,270+44.1% | $3,740+141.6% |
| Admin fee / account holder | $7,230 | $4,478+61.4% | $8,081-10.5% | $5,306+36.3% |