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 | $89,862 | $53,777+67.1% | $134,143-33.0% | $79,858+12.5% |
| Participation rate | 98.3% | 58.8%+39.5pp | 72.2%+26.1pp | 69.6%+28.6pp |
| Annual return | 13.01% | 19.01%-6.0pp | 36.33%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $7,921 | $1,321+499.5% | $3,704+113.9% | $2,471+220.6% |
| Participant deferral / active EE | $5,249 | $2,420+116.9% | $3,499+50.0% | $3,740+40.3% |
| Admin fee / account holder | $6,361 | $3,984+59.7% | $6,684-4.8% | $5,306+19.9% |