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 | $154,237 | $109,413+41.0% | $156,263-1.3% | $84,808+81.9% |
| Participation rate | 92.7% | 72.7%+20.0pp | 78.9%+13.8pp | 68.3%+24.4pp |
| Annual return | 15.49% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,630 | $2,907+24.9% | $4,333-16.2% | $2,631+38.0% |
| Participant deferral / active EE | $9,951 | $4,590+116.8% | $6,158+61.6% | $4,212+136.3% |
| Admin fee / account holder | $6,788 | $9,357-27.5% | $14,255-52.4% | $7,344-7.6% |