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 | $87,168 | $86,286+1.0% | $111,297-21.7% | $85,850+1.5% |
| Participation rate | 87.9% | 73.3%+14.6pp | 77.3%+10.6pp | 69.3%+18.6pp |
| Annual return | 15.59% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,908 | $2,043-6.6% | $2,731-30.1% | $2,565-25.6% |
| Participant deferral / active EE | $4,715 | $3,641+29.5% | $4,487+5.1% | $3,952+19.3% |
| Admin fee / account holder | $9,005 | $8,188+10.0% | $7,964+13.1% | $6,260+43.9% |