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 | $133,853 | $67,606+98.0% | $82,313+62.6% | $70,131+90.9% |
| Participation rate | 92.8% | 72.8%+20.0pp | 76.9%+15.9pp | 69.5%+23.2pp |
| Annual return | 16.92% | 21.57%-4.6pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,489 | $1,755+41.9% | $2,428+2.5% | $2,342+6.3% |
| Participant deferral / active EE | $5,653 | $2,987+89.3% | $3,706+52.5% | $3,332+69.7% |
| Admin fee / account holder | $1,520 | $4,512-66.3% | $5,608-72.9% | $4,645-67.3% |