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 | $113,131 | $81,248+39.2% | $155,509-27.3% | $80,856+39.9% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 13.99% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,395 | $3,100+41.8% | $4,672-5.9% | $2,755+59.5% |
| Participant deferral / active EE | $8,976 | $3,452+160.0% | $5,626+59.5% | $4,296+108.9% |
| Admin fee / account holder | $8,973 | $7,997+12.2% | $15,912-43.6% | $6,918+29.7% |