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 | $112,174 | $67,606+65.9% | $82,313+36.3% | $70,131+59.9% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.6pp |
| Annual return | 14.46% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $6,450 | $1,755+267.6% | $2,428+165.6% | $2,342+175.4% |
| Participant deferral / active EE | $4,387 | $2,987+46.9% | $3,706+18.4% | $3,332+31.7% |
| Admin fee / account holder | $6,863 | $4,512+52.1% | $5,608+22.4% | $4,645+47.7% |