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 | $120,564 | $78,422+53.7% | $95,952+25.7% | $79,858+51.0% |
| Participation rate | 96.1% | 73.5%+22.6pp | 77.1%+19.0pp | 69.6%+26.4pp |
| Annual return | 13.71% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $617 | $1,945-68.3% | $2,541-75.7% | $2,471-75.0% |
| Participant deferral / active EE | $6,895 | $3,440+100.5% | $4,167+65.5% | $3,740+84.4% |
| Admin fee / account holder | $7,985 | $5,622+42.0% | $6,795+17.5% | $5,306+50.5% |