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 | $105,367 | $109,881-4.1% | $150,045-29.8% | $84,808+24.2% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 17.71% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,298 | $3,561+48.8% | $4,693+12.9% | $2,631+101.4% |
| Participant deferral / active EE | $11,609 | $6,636+74.9% | $7,997+45.2% | $4,212+175.6% |
| Admin fee / account holder | $9,983 | $8,568+16.5% | $13,435-25.7% | $7,344+35.9% |