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 | $94,437 | $73,933+27.7% | $96,683-2.3% | $75,163+25.6% |
| Participation rate | 94.4% | 66.4%+28.0pp | 74.3%+20.1pp | 67.2%+27.3pp |
| Annual return | 20.45% | 26.70%-6.3pp | 35.69%-15.2pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,045 | $2,928+4.0% | $3,737-18.5% | $2,670+14.0% |
| Participant deferral / active EE | $6,827 | $3,659+86.6% | $4,878+39.9% | $4,125+65.5% |
| Admin fee / account holder | $1,335 | $5,216-74.4% | $6,730-80.2% | $5,651-76.4% |