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 | $79,458 | $65,395+21.5% | $182,532-56.5% | $72,985+8.9% |
| Participation rate | 76.2% | 65.4%+10.7pp | 78.0%-1.8pp | 69.5%+6.7pp |
| Annual return | 19.46% | 27.68%-8.2pp | 148.54%-129.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,539 | $1,911+32.9% | $4,076-37.7% | $2,440+4.1% |
| Participant deferral / active EE | $4,711 | $3,563+32.2% | $5,524-14.7% | $3,607+30.6% |
| Admin fee / account holder | $9,710 | $4,245+128.8% | $8,592+13.0% | $5,124+89.5% |