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 7-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 | $100,164 | $57,016+75.7% | $84,966+17.9% | $80,856+23.9% |
| Participation rate | 93.8% | 56.3%+37.4pp | 67.5%+26.2pp | 67.6%+26.1pp |
| Annual return | 12.18% | 21.66%-9.5pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,450 | $1,798+36.3% | $2,727-10.2% | $2,755-11.1% |
| Participant deferral / active EE | $7,849 | $3,110+152.4% | $4,519+73.7% | $4,296+82.7% |
| Admin fee / account holder | $4,294 | $4,980-13.8% | $6,149-30.2% | $6,918-37.9% |