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 | $95,290 | $57,016+67.1% | $84,966+12.2% | $80,856+17.9% |
| Participation rate | 74.1% | 56.3%+17.8pp | 67.5%+6.6pp | 67.6%+6.5pp |
| Annual return | 14.99% | 21.66%-6.7pp | 66.38%-51.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,858 | $1,798+114.6% | $2,727+41.5% | $2,755+40.1% |
| Participant deferral / active EE | $5,588 | $3,110+79.7% | $4,519+23.7% | $4,296+30.1% |
| Admin fee / account holder | $6,720 | $4,980+34.9% | $6,149+9.3% | $6,918-2.9% |