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 | $118,334 | $80,968+46.1% | $96,544+22.6% | $75,163+57.4% |
| Participation rate | 77.3% | 71.8%+5.5pp | 76.0%+1.3pp | 67.2%+10.1pp |
| Annual return | 13.32% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,556 | $2,282-31.8% | $2,965-47.5% | $2,670-41.7% |
| Participant deferral / active EE | $5,068 | $3,928+29.0% | $4,851+4.5% | $4,125+22.9% |
| Admin fee / account holder | $3,224 | $6,724-52.1% | $8,252-60.9% | $5,651-42.9% |