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 | $99,521 | $94,625+5.2% | $116,228-14.4% | $84,808+17.3% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 17.58% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,245 | $2,347+38.3% | $2,994+8.4% | $2,631+23.3% |
| Participant deferral / active EE | $6,776 | $3,972+70.6% | $4,953+36.8% | $4,212+60.9% |
| Admin fee / account holder | $5,265 | $10,091-47.8% | $11,989-56.1% | $7,344-28.3% |