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 | $111,945 | $71,050+57.6% | $93,606+19.6% | $80,856+38.4% |
| Participation rate | 89.7% | 60.4%+29.2pp | 68.7%+20.9pp | 67.6%+22.0pp |
| Annual return | 20.11% | 11.26%+8.8pp | 133.20%-113.1pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,820 | $1,564+16.4% | $2,420-24.8% | $2,755-33.9% |
| Participant deferral / active EE | $5,710 | $4,034+41.6% | $4,411+29.5% | $4,296+32.9% |
| Admin fee / account holder | $1,350 | $6,945-80.6% | $8,285-83.7% | $6,918-80.5% |