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 | $90,173 | $76,552+17.8% | $123,892-27.2% | $62,891+43.4% |
| Participation rate | 90.3% | 73.0%+17.3pp | 81.4%+8.9pp | 69.3%+21.0pp |
| Annual return | 10.64% | 18.68%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $5,552 | $2,883+92.6% | $4,617+20.3% | $2,281+143.4% |
| Participant deferral / active EE | $9,685 | $4,840+100.1% | $5,984+61.8% | $3,203+202.4% |
| Admin fee / account holder | $1,618 | $4,826-66.5% | $8,357-80.6% | $4,296-62.3% |