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 | $117,387 | $142,424-17.6% | $100,534+16.8% | $74,304+58.0% |
| Participation rate | 89.0% | 79.6%+9.4pp | 80.6%+8.4pp | 60.3%+28.7pp |
| Annual return | 19.98% | 27.53%-7.6pp | 32.66%-12.7pp | 29.43%-9.5pp |
| Employer contribution / active EE | $7,666 | $5,555+38.0% | $4,346+76.4% | $2,241+242.1% |
| Participant deferral / active EE | $12,503 | $8,247+51.6% | $6,144+103.5% | $3,767+231.9% |
| Admin fee / account holder | $6,536 | $1,986+229.2% | $7,654-14.6% | $2,969+120.2% |