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 | $88,084 | $109,359-19.5% | $162,163-45.7% | $72,985+20.7% |
| Participation rate | 81.6% | 84.3%-2.7pp | 87.6%-6.0pp | 69.5%+12.1pp |
| Annual return | 35.44% | 25.46%+10.0pp | 115.59%-80.2pp | 81.00%-45.6pp |
| Employer contribution / active EE | $6,150 | $3,907+57.4% | $5,614+9.5% | $2,440+152.1% |
| Participant deferral / active EE | $7,400 | $5,481+35.0% | $7,298+1.4% | $3,607+105.1% |
| Admin fee / account holder | $7,157 | $7,972-10.2% | $10,843-34.0% | $5,124+39.7% |