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 | $135,969 | $109,881+23.7% | $150,045-9.4% | $84,808+60.3% |
| Participation rate | 94.8% | 76.1%+18.7pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,159 | $3,561-11.3% | $4,693-32.7% | $2,631+20.1% |
| Participant deferral / active EE | $3,746 | $6,636-43.6% | $7,997-53.2% | $4,212-11.1% |
| Admin fee / account holder | $14,948 | $8,568+74.5% | $13,435+11.3% | $7,344+103.5% |