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 | $134,443 | $101,724+32.2% | $164,813-18.4% | $80,856+66.3% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.6%+13.9pp |
| Annual return | 18.88% | 16.72%+2.2pp | 69.93%-51.1pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,349 | $2,953-20.5% | $4,341-45.9% | $2,755-14.7% |
| Participant deferral / active EE | $5,297 | $4,477+18.3% | $6,031-12.2% | $4,296+23.3% |
| Admin fee / account holder | $2,368 | $8,227-71.2% | $12,690-81.3% | $6,918-65.8% |