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 | $114,654 | $94,625+21.2% | $116,228-1.4% | $84,808+35.2% |
| Participation rate | 85.9% | 70.4%+15.5pp | 74.6%+11.4pp | 68.3%+17.6pp |
| Annual return | 18.19% | 20.40%-2.2pp | 90.06%-71.9pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,721 | $2,347-26.7% | $2,994-42.5% | $2,631-34.6% |
| Participant deferral / active EE | $7,007 | $3,972+76.4% | $4,953+41.5% | $4,212+66.4% |
| Admin fee / account holder | $650 | $10,091-93.6% | $11,989-94.6% | $7,344-91.1% |