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 | $115,831 | $73,933+56.7% | $96,683+19.8% | $75,163+54.1% |
| Participation rate | 70.5% | 66.4%+4.1pp | 74.3%-3.9pp | 67.2%+3.3pp |
| Annual return | 20.94% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,249 | $2,928+11.0% | $3,737-13.0% | $2,670+21.7% |
| Participant deferral / active EE | $4,366 | $3,659+19.3% | $4,878-10.5% | $4,125+5.8% |
| Admin fee / account holder | $6,802 | $5,216+30.4% | $6,730+1.1% | $5,651+20.4% |