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 | $77,633 | $48,230+61.0% | $67,502+15.0% | $80,856-4.0% |
| Participation rate | 91.3% | 66.4%+24.9pp | 72.9%+18.4pp | 67.6%+23.7pp |
| Annual return | 21.51% | 18.28%+3.2pp | 3512.12%-3490.6pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,913 | $2,020-5.3% | $2,731-29.9% | $2,755-30.6% |
| Participant deferral / active EE | $2,828 | $2,924-3.3% | $4,000-29.3% | $4,296-34.2% |
| Admin fee / account holder | $7,783 | $3,681+111.4% | $3,998+94.7% | $6,918+12.5% |