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 | $134,213 | $109,881+22.1% | $150,045-10.6% | $84,808+58.3% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,475 | $3,561-58.6% | $4,693-68.6% | $2,631-43.9% |
| Participant deferral / active EE | $9,087 | $6,636+36.9% | $7,997+13.6% | $4,212+115.8% |
| Admin fee / account holder | $5,494 | $8,568-35.9% | $13,435-59.1% | $7,344-25.2% |