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 | $119,684 | $80,717+48.3% | $154,803-22.7% | $84,808+41.1% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 23.64% | 37.96%-14.3pp | 58.88%-35.2pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,711 | $2,761+34.4% | $4,305-13.8% | $2,631+41.0% |
| Participant deferral / active EE | $3,940 | $3,303+19.3% | $5,540-28.9% | $4,212-6.5% |
| Admin fee / account holder | $696 | $6,746-89.7% | $14,329-95.1% | $7,344-90.5% |