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 | $145,525 | $83,477+74.3% | $125,175+16.3% | $72,985+99.4% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.5%+13.0pp |
| Annual return | 27.05% | 25.78%+1.3pp | 43.79%-16.7pp | 81.00%-54.0pp |
| Employer contribution / active EE | $865 | $2,345-63.1% | $3,865-77.6% | $2,440-64.5% |
| Participant deferral / active EE | $6,998 | $3,585+95.2% | $4,937+41.8% | $3,607+94.0% |
| Admin fee / account holder | $2,754 | $5,517-50.1% | $9,702-71.6% | $5,124-46.3% |