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 | $119,206 | $101,724+17.2% | $164,813-27.7% | $80,856+47.4% |
| Participation rate | 95.7% | 71.8%+23.8pp | 78.6%+17.0pp | 67.6%+28.0pp |
| Annual return | 17.44% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,457 | $2,953-16.8% | $4,341-43.4% | $2,755-10.8% |
| Participant deferral / active EE | $6,169 | $4,477+37.8% | $6,031+2.3% | $4,296+43.6% |
| Admin fee / account holder | $728 | $8,227-91.1% | $12,690-94.3% | $6,918-89.5% |