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 | $110,632 | $109,881+0.7% | $150,045-26.3% | $84,808+30.5% |
| Participation rate | 98.4% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.1pp |
| Annual return | 17.09% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,423 | $3,561+52.3% | $4,693+15.6% | $2,631+106.1% |
| Participant deferral / active EE | $11,495 | $6,636+73.2% | $7,997+43.7% | $4,212+172.9% |
| Admin fee / account holder | $4,141 | $8,568-51.7% | $13,435-69.2% | $7,344-43.6% |