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 | $138,389 | $89,698+54.3% | $103,476+33.7% | $80,856+71.2% |
| Participation rate | 97.3% | 76.0%+21.3pp | 80.5%+16.8pp | 67.6%+29.7pp |
| Annual return | 11.60% | 22.78%-11.2pp | 23.90%-12.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,791 | $4,018+44.1% | $4,672+23.9% | $2,755+110.2% |
| Participant deferral / active EE | $4,544 | $5,456-16.7% | $6,623-31.4% | $4,296+5.8% |
| Admin fee / account holder | $5,667 | $6,768-16.3% | $9,413-39.8% | $6,918-18.1% |