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 | $170,469 | $148,978+14.4% | $200,582-15.0% | $84,808+101.0% |
| Participation rate | 94.8% | 84.2%+10.6pp | 86.9%+7.9pp | 68.3%+26.5pp |
| Annual return | 13.30% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,676 | $4,815+38.6% | $6,419+4.0% | $2,631+153.7% |
| Participant deferral / active EE | $3,326 | $7,142-53.4% | $9,331-64.4% | $4,212-21.0% |
| Admin fee / account holder | $6,102 | $13,977-56.3% | $16,305-62.6% | $7,344-16.9% |