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 7-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 | $92,235 | $80,968+13.9% | $96,544-4.5% | $75,163+22.7% |
| Participation rate | 79.3% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 12.87% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,873 | $2,282-17.9% | $2,965-36.8% | $2,670-29.8% |
| Participant deferral / active EE | $4,681 | $3,928+19.2% | $4,851-3.5% | $4,125+13.5% |
| Admin fee / account holder | $24,514 | $6,724+264.6% | $8,252+197.1% | $5,651+333.8% |