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 | $113,847 | $65,395+74.1% | $182,532-37.6% | $72,985+56.0% |
| Participation rate | 91.1% | 65.4%+25.7pp | 78.0%+13.1pp | 69.5%+21.6pp |
| Annual return | 24.84% | 27.68%-2.8pp | 148.54%-123.7pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,875 | $1,911+50.4% | $4,076-29.5% | $2,440+17.8% |
| Participant deferral / active EE | $6,884 | $3,563+93.2% | $5,524+24.6% | $3,607+90.8% |
| Admin fee / account holder | $4,096 | $4,245-3.5% | $8,592-52.3% | $5,124-20.1% |