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 | $92,102 | $71,050+29.6% | $93,606-1.6% | $80,856+13.9% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 12.81% | 11.26%+1.6pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,927 | $1,564+23.2% | $2,420-20.4% | $2,755-30.0% |
| Participant deferral / active EE | $3,619 | $4,034-10.3% | $4,411-18.0% | $4,296-15.8% |
| Admin fee / account holder | $7,800 | $6,945+12.3% | $8,285-5.9% | $6,918+12.7% |