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 | $98,898 | $98,750+0.2% | $149,696-33.9% | $79,858+23.8% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 19.84% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,283 | $3,216+33.2% | $4,644-7.8% | $2,471+73.3% |
| Participant deferral / active EE | $8,391 | $5,680+47.7% | $6,842+22.6% | $3,740+124.3% |
| Admin fee / account holder | $7,278 | $6,053+20.2% | $9,309-21.8% | $5,306+37.2% |