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 | $113,705 | $89,355+27.3% | $141,162-19.5% | $72,985+55.8% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 21.03% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,481 | $3,114+11.8% | $4,735-26.5% | $2,440+42.7% |
| Participant deferral / active EE | $7,669 | $5,418+41.5% | $6,709+14.3% | $3,607+112.6% |
| Admin fee / account holder | $1,540 | $5,958-74.1% | $10,261-85.0% | $5,124-69.9% |