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 | $79,254 | $58,577+35.3% | $83,333-4.9% | $64,186+23.5% |
| Participation rate | 84.8% | 72.0%+12.8pp | 77.8%+7.1pp | 69.6%+15.3pp |
| Annual return | 23.75% | 9.65%+14.1pp | 10.63%+13.1pp | 7.63%+16.1pp |
| Employer contribution / active EE | $4,922 | $2,098+134.6% | $3,379+45.7% | $2,381+106.7% |
| Participant deferral / active EE | $7,132 | $4,654+53.3% | $5,565+28.2% | $3,470+105.6% |
| Admin fee / account holder | $1,196 | $9,275-87.1% | $7,510-84.1% | $4,888-75.5% |