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 | $137,643 | $123,793+11.2% | $177,821-22.6% | $79,858+72.4% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 10.82% | 22.82%-12.0pp | 48.32%-37.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,798 | $4,095-7.3% | $5,918-35.8% | $2,471+53.7% |
| Participant deferral / active EE | $8,820 | $5,956+48.1% | $7,714+14.3% | $3,740+135.8% |
| Admin fee / account holder | $16,840 | $7,243+132.5% | $12,427+35.5% | $5,306+217.4% |