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 | $102,312 | $80,673+26.8% | $101,326+1.0% | $84,808+20.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 17.47% | 38.95%-21.5pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,772 | $2,698-34.3% | $3,665-51.7% | $2,631-32.7% |
| Participant deferral / active EE | $12,862 | $6,840+88.0% | $7,994+60.9% | $4,212+205.4% |
| Admin fee / account holder | $16,388 | $12,784+28.2% | $11,185+46.5% | $7,344+123.2% |