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 | $101,123 | $80,968+24.9% | $96,544+4.7% | $75,163+34.5% |
| Participation rate | 76.7% | 71.8%+5.0pp | 76.0%+0.8pp | 67.2%+9.6pp |
| Annual return | 17.94% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,971 | $2,282+74.0% | $2,965+33.9% | $2,670+48.7% |
| Participant deferral / active EE | $11,196 | $3,928+185.0% | $4,851+130.8% | $4,125+171.4% |
| Admin fee / account holder | $16,189 | $6,724+140.8% | $8,252+96.2% | $5,651+186.5% |