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 | $112,231 | $95,453+17.6% | $112,040+0.2% | $82,448+36.1% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 16.52% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,729 | $2,318+104.0% | $2,954+60.1% | $2,551+85.4% |
| Participant deferral / active EE | $9,207 | $4,224+118.0% | $5,098+80.6% | $4,139+122.4% |
| Admin fee / account holder | $5,729 | $9,013-36.4% | $12,098-52.6% | $7,234-20.8% |