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 | $100,692 | $148,978-32.4% | $200,582-49.8% | $84,808+18.7% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 13.29% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,525 | $4,815+35.5% | $6,419+1.7% | $2,631+148.0% |
| Participant deferral / active EE | $6,155 | $7,142-13.8% | $9,331-34.0% | $4,212+46.2% |
| Admin fee / account holder | $2,076 | $13,977-85.1% | $16,305-87.3% | $7,344-71.7% |