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 | $118,077 | $80,968+45.8% | $96,544+22.3% | $75,163+57.1% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 19.46% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,158 | $2,282-49.2% | $2,965-60.9% | $2,670-56.6% |
| Participant deferral / active EE | $7,722 | $3,928+96.6% | $4,851+59.2% | $4,125+87.2% |
| Admin fee / account holder | $4,811 | $6,724-28.4% | $8,252-41.7% | $5,651-14.9% |