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 | $108,974 | $109,881-0.8% | $150,045-27.4% | $84,808+28.5% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 19.42% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,822 | $3,561+35.4% | $4,693+2.7% | $2,631+83.3% |
| Participant deferral / active EE | $8,224 | $6,636+23.9% | $7,997+2.8% | $4,212+95.3% |
| Admin fee / account holder | $2,003 | $8,568-76.6% | $13,435-85.1% | $7,344-72.7% |