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 | $117,399 | $95,803+22.5% | $113,168+3.7% | $84,808+38.4% |
| Participation rate | 89.8% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.5pp |
| Annual return | 13.75% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,656 | $2,360+12.6% | $2,975-10.7% | $2,631+1.0% |
| Participant deferral / active EE | $4,646 | $4,242+9.5% | $5,107-9.0% | $4,212+10.3% |
| Admin fee / account holder | $19,264 | $8,989+114.3% | $12,068+59.6% | $7,344+162.3% |