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 3-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 | $128,957 | $68,719+87.7% | $91,541+40.9% | $84,808+52.1% |
| Participation rate | 94.3% | 64.5%+29.8pp | 69.8%+24.5pp | 68.3%+26.0pp |
| Annual return | 14.39% | 19.12%-4.7pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,409 | $1,920+77.6% | $2,505+36.1% | $2,631+29.6% |
| Participant deferral / active EE | $4,116 | $3,136+31.3% | $4,008+2.7% | $4,212-2.3% |
| Admin fee / account holder | $15,533 | $5,786+168.4% | $6,956+123.3% | $7,344+111.5% |