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 | $95,005 | $85,766+10.8% | $136,294-30.3% | $70,131+35.5% |
| Participation rate | 79.2% | 74.2%+5.1pp | 81.9%-2.7pp | 69.5%+9.7pp |
| Annual return | 23.30% | 31.45%-8.2pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,981 | $2,966+0.5% | $4,695-36.5% | $2,342+27.3% |
| Participant deferral / active EE | $7,223 | $5,051+43.0% | $6,247+15.6% | $3,332+116.8% |
| Admin fee / account holder | $1,903 | $5,420-64.9% | $9,243-79.4% | $4,645-59.0% |