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 | $112,034 | $78,705+42.3% | $117,854-4.9% | $70,131+59.8% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.1pp | 69.5%+16.2pp |
| Annual return | 14.82% | 23.30%-8.5pp | 335.08%-320.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $802 | $2,223-63.9% | $3,786-78.8% | $2,342-65.8% |
| Participant deferral / active EE | $5,553 | $3,297+68.4% | $4,482+23.9% | $3,332+66.7% |
| Admin fee / account holder | $8,877 | $5,065+75.2% | $8,020+10.7% | $4,645+91.1% |