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 8-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 | $96,080 | $80,673+19.1% | $101,326-5.2% | $84,808+13.3% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 24.04% | 38.95%-14.9pp | 36.82%-12.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $5,509 | $2,698+104.2% | $3,665+50.3% | $2,631+109.4% |
| Participant deferral / active EE | $12,504 | $6,840+82.8% | $7,994+56.4% | $4,212+196.9% |
| Admin fee / account holder | $5,272 | $12,784-58.8% | $11,185-52.9% | $7,344-28.2% |