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 | $95,312 | $78,422+21.5% | $95,952-0.7% | $79,858+19.4% |
| Participation rate | 85.9% | 73.5%+12.4pp | 77.1%+8.8pp | 69.6%+16.2pp |
| Annual return | 11.78% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,963 | $1,945+0.9% | $2,541-22.7% | $2,471-20.6% |
| Participant deferral / active EE | $5,646 | $3,440+64.1% | $4,167+35.5% | $3,740+50.9% |
| Admin fee / account holder | $3,813 | $5,622-32.2% | $6,795-43.9% | $5,306-28.1% |