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 | $110,696 | $65,041+70.2% | $90,951+21.7% | $79,858+38.6% |
| Participation rate | 86.4% | 61.6%+24.8pp | 69.0%+17.4pp | 69.6%+16.7pp |
| Annual return | 18.31% | 30.45%-12.1pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,619 | $1,247+29.8% | $2,122-23.7% | $2,471-34.5% |
| Participant deferral / active EE | $3,545 | $2,512+41.1% | $3,373+5.1% | $3,740-5.2% |
| Admin fee / account holder | $1,424 | $4,536-68.6% | $5,959-76.1% | $5,306-73.2% |