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 | $109,169 | $86,286+26.5% | $111,297-1.9% | $85,850+27.2% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 23.57% | 19.99%+3.6pp | 54.65%-31.1pp | 318.53%-295.0pp |
| Employer contribution / active EE | $2,175 | $2,043+6.5% | $2,731-20.4% | $2,565-15.2% |
| Participant deferral / active EE | $5,342 | $3,641+46.7% | $4,487+19.0% | $3,952+35.2% |
| Admin fee / account holder | $3,247 | $8,188-60.3% | $7,964-59.2% | $6,260-48.1% |