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 | $97,237 | $80,717+20.5% | $154,803-37.2% | $84,808+14.7% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 18.96% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,276 | $2,761+91.1% | $4,305+22.5% | $2,631+100.5% |
| Participant deferral / active EE | $4,800 | $3,303+45.3% | $5,540-13.4% | $4,212+14.0% |
| Admin fee / account holder | $1,402 | $6,746-79.2% | $14,329-90.2% | $7,344-80.9% |