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 | $95,270 | $77,503+22.9% | $100,391-5.1% | $80,856+17.8% |
| Participation rate | 83.9% | 76.9%+6.9pp | 81.5%+2.4pp | 67.6%+16.2pp |
| Annual return | 16.38% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,087 | $2,801+45.9% | $3,942+3.7% | $2,755+48.4% |
| Participant deferral / active EE | $8,258 | $6,820+21.1% | $8,082+2.2% | $4,296+92.2% |
| Admin fee / account holder | $2,539 | $5,897-56.9% | $7,899-67.9% | $6,918-63.3% |