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 | $114,038 | $95,803+19.0% | $113,168+0.8% | $84,808+34.5% |
| Participation rate | 97.7% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.4pp |
| Annual return | 12.90% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,354 | $2,360+211.6% | $2,975+147.2% | $2,631+179.5% |
| Participant deferral / active EE | $3,048 | $4,242-28.2% | $5,107-40.3% | $4,212-27.6% |
| Admin fee / account holder | $14,281 | $8,989+58.9% | $12,068+18.3% | $7,344+94.5% |