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 | $116,413 | $86,929+33.9% | $102,423+13.7% | $80,856+44.0% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+29.9pp |
| Annual return | 17.57% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,701 | $2,369+56.2% | $3,023+22.4% | $2,755+34.4% |
| Participant deferral / active EE | $8,469 | $4,118+105.6% | $5,053+67.6% | $4,296+97.2% |
| Admin fee / account holder | $7,210 | $8,049-10.4% | $9,451-23.7% | $6,918+4.2% |