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 | $84,449 | $65,365+29.2% | $92,893-9.1% | $72,985+15.7% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 18.97% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $6,015 | $2,594+131.9% | $3,653+64.7% | $2,440+146.5% |
| Participant deferral / active EE | $2,142 | $3,128-31.5% | $4,236-49.4% | $3,607-40.6% |
| Admin fee / account holder | $20,926 | $4,251+392.2% | $5,794+261.2% | $5,124+308.4% |