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 | $117,134 | $67,606+73.3% | $82,313+42.3% | $70,131+67.0% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 13.74% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,833 | $1,755+61.5% | $2,428+16.7% | $2,342+21.0% |
| Participant deferral / active EE | $3,732 | $2,987+24.9% | $3,706+0.7% | $3,332+12.0% |
| Admin fee / account holder | $9,473 | $4,512+109.9% | $5,608+68.9% | $4,645+103.9% |