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 5-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 | $117,485 | $74,927+56.8% | $101,794+15.4% | $84,808+38.5% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.2%+28.1pp | 68.3%+29.0pp |
| Annual return | 15.01% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,926 | $1,522+26.6% | $2,289-15.8% | $2,631-26.8% |
| Participant deferral / active EE | $7,573 | $3,099+144.4% | $4,084+85.4% | $4,212+79.8% |
| Admin fee / account holder | $2,901 | $6,514-55.5% | $8,777-66.9% | $7,344-60.5% |