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 9-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 | $95,643 | $61,774+54.8% | $97,226-1.6% | $80,856+18.3% |
| Participation rate | 93.4% | 63.5%+29.9pp | 72.7%+20.7pp | 67.6%+25.8pp |
| Annual return | 11.87% | -557.90%+569.8pp | 75.13%-63.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,050 | $1,837+11.6% | $2,729-24.9% | $2,755-25.6% |
| Participant deferral / active EE | $1,488 | $3,029-50.9% | $4,264-65.1% | $4,296-65.4% |
| Admin fee / account holder | $8,821 | $5,166+70.7% | $5,654+56.0% | $6,918+27.5% |