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 | $139,695 | $58,512+138.7% | $84,015+66.3% | $72,985+91.4% |
| Participation rate | 93.0% | 61.2%+31.8pp | 69.0%+24.0pp | 69.5%+23.5pp |
| Annual return | 21.69% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,373 | $1,163+190.0% | $1,983+70.1% | $2,440+38.2% |
| Participant deferral / active EE | $5,373 | $2,394+124.4% | $3,239+65.9% | $3,607+48.9% |
| Admin fee / account holder | $2,342 | $4,569-48.7% | $6,101-61.6% | $5,124-54.3% |