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 | $130,513 | $73,933+76.5% | $96,683+35.0% | $75,163+73.6% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 25.22% | 26.70%-1.5pp | 35.69%-10.5pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,195 | $2,928-25.0% | $3,737-41.3% | $2,670-17.8% |
| Participant deferral / active EE | $7,125 | $3,659+94.7% | $4,878+46.1% | $4,125+72.7% |
| Admin fee / account holder | $2,068 | $5,216-60.4% | $6,730-69.3% | $5,651-63.4% |