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 | $110,451 | $94,625+16.7% | $116,228-5.0% | $84,808+30.2% |
| Participation rate | 81.1% | 70.4%+10.6pp | 74.6%+6.5pp | 68.3%+12.8pp |
| Annual return | 17.94% | 20.40%-2.5pp | 90.06%-72.1pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,744 | $2,347-25.7% | $2,994-41.7% | $2,631-33.7% |
| Participant deferral / active EE | $5,360 | $3,972+35.0% | $4,953+8.2% | $4,212+27.3% |
| Admin fee / account holder | $8,582 | $10,091-15.0% | $11,989-28.4% | $7,344+16.9% |