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 | $137,652 | $95,803+43.7% | $113,168+21.6% | $84,808+62.3% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 14.44% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,078 | $2,360-11.9% | $2,975-30.2% | $2,631-21.0% |
| Participant deferral / active EE | $4,081 | $4,242-3.8% | $5,107-20.1% | $4,212-3.1% |
| Admin fee / account holder | $4,414 | $8,989-50.9% | $12,068-63.4% | $7,344-39.9% |