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 | $92,886 | $93,571-0.7% | $135,903-31.7% | $75,163+23.6% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 17.96% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,206 | $3,537+18.9% | $4,856-13.4% | $2,670+57.6% |
| Participant deferral / active EE | $9,442 | $6,404+47.4% | $7,758+21.7% | $4,125+128.9% |
| Admin fee / account holder | $10,370 | $6,975+48.7% | $10,762-3.6% | $5,651+83.5% |