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 | $125,861 | $72,492+73.6% | $87,100+44.5% | $72,985+72.4% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 16.87% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $925 | $1,894-51.2% | $2,521-63.3% | $2,440-62.1% |
| Participant deferral / active EE | $3,460 | $3,270+5.8% | $4,049-14.5% | $3,607-4.1% |
| Admin fee / account holder | $25,914 | $5,055+412.7% | $7,497+245.7% | $5,124+405.7% |