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 | $94,977 | $72,277+31.4% | $101,248-6.2% | $79,858+18.9% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 13.98% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,449 | $2,692-9.0% | $3,660-33.1% | $2,471-0.9% |
| Participant deferral / active EE | $5,959 | $3,282+81.6% | $4,370+36.4% | $3,740+59.3% |
| Admin fee / account holder | $1,312 | $4,400-70.2% | $5,945-77.9% | $5,306-75.3% |