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 | $109,483 | $59,097+85.3% | $82,389+32.9% | $74,304+47.3% |
| Participation rate | 73.0% | 52.8%+20.2pp | 69.5%+3.5pp | 60.3%+12.7pp |
| Annual return | 18.07% | 22.85%-4.8pp | 28.67%-10.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,324 | $1,601+107.7% | $2,517+32.1% | $2,241+48.3% |
| Participant deferral / active EE | $9,508 | $2,775+242.6% | $4,155+128.9% | $3,767+152.4% |
| Admin fee / account holder | $7,540 | $4,489+68.0% | $7,231+4.3% | $2,969+154.0% |