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 | $127,288 | $76,552+66.3% | $123,892+2.7% | $62,891+102.4% |
| Participation rate | 95.7% | 73.0%+22.8pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 7.61% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,639 | $2,883-43.2% | $4,617-64.5% | $2,281-28.2% |
| Participant deferral / active EE | $6,964 | $4,840+43.9% | $5,984+16.4% | $3,203+117.4% |
| Admin fee / account holder | $15,063 | $4,826+212.1% | $8,357+80.2% | $4,296+250.7% |