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 | $116,946 | $109,881+6.4% | $150,045-22.1% | $84,808+37.9% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,340 | $3,561+134.2% | $4,693+77.7% | $2,631+217.0% |
| Participant deferral / active EE | $8,784 | $6,636+32.4% | $7,997+9.8% | $4,212+108.6% |
| Admin fee / account holder | $4,185 | $8,568-51.2% | $13,435-68.9% | $7,344-43.0% |