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 | $105,909 | $95,803+10.5% | $113,168-6.4% | $84,808+24.9% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 46.94% | 25.00%+21.9pp | 24.27%+22.7pp | 40.90%+6.0pp |
| Employer contribution / active EE | $2,514 | $2,360+6.5% | $2,975-15.5% | $2,631-4.5% |
| Participant deferral / active EE | $4,195 | $4,242-1.1% | $5,107-17.9% | $4,212-0.4% |
| Admin fee / account holder | $21,974 | $8,989+144.5% | $12,068+82.1% | $7,344+199.2% |