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 | $91,510 | $72,492+26.2% | $87,100+5.1% | $72,985+25.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.56% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,005 | $1,894+5.8% | $2,521-20.5% | $2,440-17.8% |
| Participant deferral / active EE | $5,265 | $3,270+61.0% | $4,049+30.1% | $3,607+46.0% |
| Admin fee / account holder | $7,454 | $5,055+47.5% | $7,497-0.6% | $5,124+45.5% |