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 | $100,347 | $72,492+38.4% | $87,100+15.2% | $72,985+37.5% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 23.32% | 24.46%-1.1pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,212 | $1,894-36.0% | $2,521-51.9% | $2,440-50.3% |
| Participant deferral / active EE | $3,323 | $3,270+1.6% | $4,049-17.9% | $3,607-7.9% |
| Admin fee / account holder | $842 | $5,055-83.3% | $7,497-88.8% | $5,124-83.6% |