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 | $111,148 | $73,933+50.3% | $96,683+15.0% | $75,163+47.9% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 18.05% | 26.70%-8.7pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,436 | $2,928+17.4% | $3,737-8.1% | $2,670+28.7% |
| Participant deferral / active EE | $4,787 | $3,659+30.8% | $4,878-1.9% | $4,125+16.0% |
| Admin fee / account holder | $5,890 | $5,216+12.9% | $6,730-12.5% | $5,651+4.2% |