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 | $132,388 | $101,724+30.1% | $164,813-19.7% | $80,856+63.7% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.5pp | 67.6%+29.4pp |
| Annual return | 17.51% | 16.72%+0.8pp | 69.93%-52.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $5,831 | $2,953+97.4% | $4,341+34.3% | $2,755+111.7% |
| Participant deferral / active EE | $5,640 | $4,477+26.0% | $6,031-6.5% | $4,296+31.3% |
| Admin fee / account holder | $1,830 | $8,227-77.8% | $12,690-85.6% | $6,918-73.5% |