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 | $124,968 | $82,882+50.8% | $127,761-2.2% | $72,985+71.2% |
| Participation rate | 88.0% | 71.5%+16.5pp | 79.0%+9.0pp | 69.5%+18.5pp |
| Annual return | 26.99% | 32.20%-5.2pp | 26.14%+0.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $8,879 | $3,346+165.3% | $4,574+94.1% | $2,440+263.9% |
| Participant deferral / active EE | $15,125 | $4,791+215.7% | $6,021+151.2% | $3,607+319.3% |
| Admin fee / account holder | $3,745 | $6,487-42.3% | $9,395-60.1% | $5,124-26.9% |