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 | $97,625 | $73,933+32.0% | $96,683+1.0% | $75,163+29.9% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 26.17% | 26.70%-0.5pp | 35.69%-9.5pp | 160.62%-134.5pp |
| Employer contribution / active EE | $9,095 | $2,928+210.7% | $3,737+143.4% | $2,670+240.7% |
| Participant deferral / active EE | $2,150 | $3,659-41.2% | $4,878-55.9% | $4,125-47.9% |
| Admin fee / account holder | $19,448 | $5,216+272.8% | $6,730+189.0% | $5,651+244.2% |