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 | $103,281 | $85,766+20.4% | $136,294-24.2% | $70,131+47.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 16.59% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,144 | $2,966+6.0% | $4,695-33.0% | $2,342+34.2% |
| Participant deferral / active EE | $7,181 | $5,051+42.1% | $6,247+14.9% | $3,332+115.5% |
| Admin fee / account holder | $3,325 | $5,420-38.7% | $9,243-64.0% | $4,645-28.4% |