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 | $112,507 | $89,355+25.9% | $141,162-20.3% | $72,985+54.2% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 23.95% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $927 | $3,114-70.2% | $4,735-80.4% | $2,440-62.0% |
| Participant deferral / active EE | $12,472 | $5,418+130.2% | $6,709+85.9% | $3,607+245.7% |
| Admin fee / account holder | $4,973 | $5,958-16.5% | $10,261-51.5% | $5,124-3.0% |