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 | $100,226 | $54,541+83.8% | $78,778+27.2% | $70,131+42.9% |
| Participation rate | 89.5% | 60.8%+28.7pp | 69.2%+20.3pp | 69.5%+19.9pp |
| Annual return | 15.83% | 21.07%-5.2pp | 35.62%-19.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $916 | $1,089-15.8% | $1,986-53.9% | $2,342-60.9% |
| Participant deferral / active EE | $4,183 | $2,210+89.3% | $2,958+41.4% | $3,332+25.6% |
| Admin fee / account holder | $908 | $3,709-75.5% | $5,134-82.3% | $4,645-80.5% |