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 | $144,993 | $95,453+51.9% | $112,040+29.4% | $82,448+75.9% |
| Participation rate | 95.1% | 72.8%+22.4pp | 76.5%+18.6pp | 68.1%+27.1pp |
| Annual return | 17.24% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,764 | $2,318+19.3% | $2,954-6.4% | $2,551+8.4% |
| Participant deferral / active EE | $5,038 | $4,224+19.3% | $5,098-1.2% | $4,139+21.7% |
| Admin fee / account holder | $4,709 | $9,013-47.8% | $12,098-61.1% | $7,234-34.9% |