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 | $89,322 | $72,492+23.2% | $87,100+2.6% | $72,985+22.4% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 19.08% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,086 | $1,894+62.9% | $2,521+22.4% | $2,440+26.5% |
| Participant deferral / active EE | $4,977 | $3,270+52.2% | $4,049+22.9% | $3,607+38.0% |
| Admin fee / account holder | $3,469 | $5,055-31.4% | $7,497-53.7% | $5,124-32.3% |