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 | $111,783 | $87,733+27.4% | $106,548+4.9% | $85,850+30.2% |
| Participation rate | 89.2% | 71.9%+17.3pp | 76.1%+13.1pp | 69.3%+19.9pp |
| Annual return | 15.35% | 21.86%-6.5pp | 26.80%-11.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,737 | $2,073+80.3% | $2,819+32.6% | $2,565+45.7% |
| Participant deferral / active EE | $10,460 | $3,469+201.5% | $4,398+137.8% | $3,952+164.7% |
| Admin fee / account holder | $2,232 | $6,767-67.0% | $7,407-69.9% | $6,260-64.3% |