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 | $134,386 | $101,724+32.1% | $164,813-18.5% | $80,856+66.2% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 12.74% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,262 | $2,953+10.4% | $4,341-24.9% | $2,755+18.4% |
| Participant deferral / active EE | $7,452 | $4,477+66.5% | $6,031+23.6% | $4,296+73.5% |
| Admin fee / account holder | $8,926 | $8,227+8.5% | $12,690-29.7% | $6,918+29.0% |