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 | $96,464 | $78,705+22.6% | $117,854-18.1% | $70,131+37.5% |
| Participation rate | 78.0% | 73.2%+4.8pp | 79.7%-1.7pp | 69.5%+8.4pp |
| Annual return | 18.10% | 23.30%-5.2pp | 335.08%-317.0pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,721 | $2,223+22.4% | $3,786-28.1% | $2,342+16.2% |
| Participant deferral / active EE | $5,150 | $3,297+56.2% | $4,482+14.9% | $3,332+54.6% |
| Admin fee / account holder | $5,659 | $5,065+11.7% | $8,020-29.4% | $4,645+21.8% |