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 | $107,660 | $99,985+7.7% | $146,665-26.6% | $85,850+25.4% |
| Participation rate | 93.6% | 73.1%+20.6pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 44.91% | 18.93%+26.0pp | 22.74%+22.2pp | 318.53%-273.6pp |
| Employer contribution / active EE | $2,866 | $2,559+12.0% | $4,136-30.7% | $2,565+11.7% |
| Participant deferral / active EE | $5,578 | $4,006+39.3% | $5,506+1.3% | $3,952+41.2% |
| Admin fee / account holder | $1,279 | $7,702-83.4% | $10,280-87.6% | $6,260-79.6% |