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 | $87,466 | $78,422+11.5% | $95,952-8.8% | $79,858+9.5% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.9pp |
| Annual return | 11.54% | 19.37%-7.8pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,517 | $1,945+29.4% | $2,541-0.9% | $2,471+1.9% |
| Participant deferral / active EE | $5,399 | $3,440+57.0% | $4,167+29.6% | $3,740+44.4% |
| Admin fee / account holder | $2,487 | $5,622-55.8% | $6,795-63.4% | $5,306-53.1% |