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 | $122,471 | $93,571+30.9% | $135,903-9.9% | $75,163+62.9% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 20.91% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,505 | $3,537-0.9% | $4,856-27.8% | $2,670+31.3% |
| Participant deferral / active EE | $7,149 | $6,404+11.6% | $7,758-7.8% | $4,125+73.3% |
| Admin fee / account holder | $941 | $6,975-86.5% | $10,762-91.3% | $5,651-83.3% |