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 | $113,140 | $91,552+23.6% | $133,956-15.5% | $79,858+41.7% |
| Participation rate | 80.4% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.7pp |
| Annual return | 19.18% | 61.85%-42.7pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,592 | $2,384+8.8% | $3,919-33.9% | $2,471+4.9% |
| Participant deferral / active EE | $5,141 | $3,733+37.7% | $5,048+1.9% | $3,740+37.5% |
| Admin fee / account holder | $8,613 | $6,321+36.3% | $8,927-3.5% | $5,306+62.3% |