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 9-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 | $113,284 | $63,764+77.7% | $81,930+38.3% | $79,858+41.9% |
| Participation rate | 85.3% | 67.5%+17.8pp | 72.0%+13.3pp | 69.6%+15.7pp |
| Annual return | 12.80% | 22.66%-9.9pp | 29.49%-16.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,319 | $1,795-26.5% | $4,310-69.4% | $2,471-46.6% |
| Participant deferral / active EE | $5,391 | $2,780+93.9% | $7,107-24.1% | $3,740+44.1% |
| Admin fee / account holder | $12,167 | $4,426+174.9% | $5,158+135.9% | $5,306+129.3% |