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 | $120,692 | $109,881+9.8% | $150,045-19.6% | $84,808+42.3% |
| Participation rate | 94.5% | 76.1%+18.5pp | 82.3%+12.2pp | 68.3%+26.2pp |
| Annual return | 22.60% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $5,994 | $3,561+68.3% | $4,693+27.7% | $2,631+127.8% |
| Participant deferral / active EE | $14,996 | $6,636+126.0% | $7,997+87.5% | $4,212+256.1% |
| Admin fee / account holder | $9,268 | $8,568+8.2% | $13,435-31.0% | $7,344+26.2% |