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 9-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 | $96,048 | $71,050+35.2% | $93,606+2.6% | $80,856+18.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.05% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $995 | $1,564-36.4% | $2,420-58.9% | $2,755-63.9% |
| Participant deferral / active EE | $4,247 | $4,034+5.3% | $4,411-3.7% | $4,296-1.1% |
| Admin fee / account holder | $2,791 | $6,945-59.8% | $8,285-66.3% | $6,918-59.7% |