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 | $105,852 | $99,985+5.9% | $146,665-27.8% | $85,850+23.3% |
| Participation rate | 71.2% | 73.1%-1.8pp | 80.1%-8.8pp | 69.3%+1.9pp |
| Annual return | 17.15% | 18.93%-1.8pp | 22.74%-5.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,264 | $2,559-11.5% | $4,136-45.3% | $2,565-11.8% |
| Participant deferral / active EE | $3,340 | $4,006-16.6% | $5,506-39.3% | $3,952-15.5% |
| Admin fee / account holder | $8,790 | $7,702+14.1% | $10,280-14.5% | $6,260+40.4% |