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 | $107,135 | $87,733+22.1% | $106,548+0.6% | $85,850+24.8% |
| Participation rate | 98.2% | 71.9%+26.3pp | 76.1%+22.1pp | 69.3%+28.9pp |
| Annual return | 15.75% | 21.86%-6.1pp | 26.80%-11.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,146 | $2,073+3.5% | $2,819-23.9% | $2,565-16.3% |
| Participant deferral / active EE | $4,324 | $3,469+24.6% | $4,398-1.7% | $3,952+9.4% |
| Admin fee / account holder | $4,851 | $6,767-28.3% | $7,407-34.5% | $6,260-22.5% |