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 | $136,485 | $81,460+67.5% | $103,333+32.1% | $80,856+68.8% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 13.38% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $15,529 | $3,105+400.1% | $3,868+301.5% | $2,755+463.7% |
| Participant deferral / active EE | $2,834 | $3,869-26.7% | $5,057-44.0% | $4,296-34.0% |
| Admin fee / account holder | $11,155 | $6,566+69.9% | $8,355+33.5% | $6,918+61.2% |