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 | $55,694 | $72,277-22.9% | $101,248-45.0% | $79,858-30.3% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 18.45% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,224 | $2,692+19.8% | $3,660-11.9% | $2,471+30.5% |
| Participant deferral / active EE | $6,462 | $3,282+96.9% | $4,370+47.9% | $3,740+72.8% |
| Admin fee / account holder | $585 | $4,400-86.7% | $5,945-90.2% | $5,306-89.0% |