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 | $95,776 | $72,492+32.1% | $87,100+10.0% | $72,985+31.2% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.8pp | 69.5%+14.2pp |
| Annual return | 21.55% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,362 | $1,894-28.1% | $2,521-46.0% | $2,440-44.2% |
| Participant deferral / active EE | $5,264 | $3,270+61.0% | $4,049+30.0% | $3,607+45.9% |
| Admin fee / account holder | $1,996 | $5,055-60.5% | $7,497-73.4% | $5,124-61.1% |