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 | $116,621 | $78,422+48.7% | $95,952+21.5% | $79,858+46.0% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 11.08% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,614 | $1,945+34.4% | $2,541+2.9% | $2,471+5.8% |
| Participant deferral / active EE | $6,822 | $3,440+98.3% | $4,167+63.7% | $3,740+82.4% |
| Admin fee / account holder | $3,879 | $5,622-31.0% | $6,795-42.9% | $5,306-26.9% |