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 | $144,827 | $109,881+31.8% | $150,045-3.5% | $84,808+70.8% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 17.40% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,728 | $3,561-51.5% | $4,693-63.2% | $2,631-34.3% |
| Participant deferral / active EE | $5,421 | $6,636-18.3% | $7,997-32.2% | $4,212+28.7% |
| Admin fee / account holder | $1,780 | $8,568-79.2% | $13,435-86.7% | $7,344-75.8% |