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 | $94,756 | $76,552+23.8% | $123,892-23.5% | $62,891+50.7% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,638 | $2,883-8.5% | $4,617-42.9% | $2,281+15.7% |
| Participant deferral / active EE | $8,523 | $4,840+76.1% | $5,984+42.4% | $3,203+166.1% |
| Admin fee / account holder | $12,615 | $4,826+161.4% | $8,357+51.0% | $4,296+193.7% |