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 | $111,434 | $100,923+10.4% | $150,045-25.7% | $74,304+50.0% |
| Participation rate | 86.3% | 70.1%+16.2pp | 82.3%+4.0pp | 60.3%+25.9pp |
| Annual return | 17.18% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $7,790 | $3,463+124.9% | $4,693+66.0% | $2,241+247.6% |
| Participant deferral / active EE | $11,012 | $6,709+64.1% | $7,997+37.7% | $3,767+192.3% |
| Admin fee / account holder | $5,828 | $2,767+110.6% | $13,435-56.6% | $2,969+96.3% |