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 | $102,528 | $98,750+3.8% | $149,696-31.5% | $79,858+28.4% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,275 | $3,216+32.9% | $4,644-7.9% | $2,471+73.0% |
| Participant deferral / active EE | $7,819 | $5,680+37.7% | $6,842+14.3% | $3,740+109.1% |
| Admin fee / account holder | $827 | $6,053-86.3% | $9,309-91.1% | $5,306-84.4% |