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 | $109,901 | $99,985+9.9% | $146,665-25.1% | $85,850+28.0% |
| Participation rate | 75.5% | 73.1%+2.5pp | 80.1%-4.5pp | 69.3%+6.2pp |
| Annual return | 11.56% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,738 | $2,559+7.0% | $4,136-33.8% | $2,565+6.7% |
| Participant deferral / active EE | $5,780 | $4,006+44.3% | $5,506+5.0% | $3,952+46.3% |
| Admin fee / account holder | $12,552 | $7,702+63.0% | $10,280+22.1% | $6,260+100.5% |