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 | $135,495 | $89,753+51.0% | $107,525+26.0% | $84,808+59.8% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 13.05% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $5,181 | $3,113+66.4% | $3,754+38.0% | $2,631+96.9% |
| Participant deferral / active EE | $7,500 | $4,056+84.9% | $5,116+46.6% | $4,212+78.1% |
| Admin fee / account holder | $5,693 | $7,222-21.2% | $8,919-36.2% | $7,344-22.5% |