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 | $119,354 | $91,190+30.9% | $178,490-33.1% | $79,858+49.5% |
| Participation rate | 87.0% | 69.2%+17.8pp | 81.9%+5.0pp | 69.6%+17.3pp |
| Annual return | 18.72% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,879 | $3,256+19.1% | $5,011-22.6% | $2,471+57.0% |
| Participant deferral / active EE | $5,282 | $3,236+63.2% | $5,202+1.5% | $3,740+41.2% |
| Admin fee / account holder | $7,651 | $6,751+13.3% | $13,984-45.3% | $5,306+44.2% |