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 | $120,685 | $85,766+40.7% | $136,294-11.5% | $70,131+72.1% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 18.80% | 31.45%-12.7pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,764 | $2,966-6.8% | $4,695-41.1% | $2,342+18.0% |
| Participant deferral / active EE | $9,698 | $5,051+92.0% | $6,247+55.2% | $3,332+191.1% |
| Admin fee / account holder | $3,771 | $5,420-30.4% | $9,243-59.2% | $4,645-18.8% |