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 | $94,319 | $80,968+16.5% | $96,544-2.3% | $75,163+25.5% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 21.43% | 27.06%-5.6pp | 25.84%-4.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,303 | $2,282+0.9% | $2,965-22.3% | $2,670-13.8% |
| Participant deferral / active EE | $6,303 | $3,928+60.5% | $4,851+29.9% | $4,125+52.8% |
| Admin fee / account holder | $1,594 | $6,724-76.3% | $8,252-80.7% | $5,651-71.8% |