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 | $135,570 | $99,341+36.5% | $84,750+60.0% | $273,961-50.5% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 6.52% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,348 | $4,214-44.3% | $3,574-34.3% | $4,869-51.8% |
| Participant deferral / active EE | $5,476 | $4,269+28.3% | $3,712+47.5% | $5,287+3.6% |
| Admin fee / account holder | $339 | $6,644-94.9% | $5,332-93.6% | $10,132-96.7% |