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 5-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 | $116,875 | $78,422+49.0% | $95,952+21.8% | $79,858+46.4% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 19.26% | 19.37%-0.1pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,024 | $1,945+55.5% | $2,541+19.0% | $2,471+22.4% |
| Participant deferral / active EE | $3,197 | $3,440-7.1% | $4,167-23.3% | $3,740-14.5% |
| Admin fee / account holder | $3,585 | $5,622-36.2% | $6,795-47.2% | $5,306-32.4% |