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 | $98,940 | $76,552+29.2% | $123,892-20.1% | $62,891+57.3% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 8.98% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,567 | $2,883+23.7% | $4,617-22.7% | $2,281+56.4% |
| Participant deferral / active EE | $2,361 | $4,840-51.2% | $5,984-60.5% | $3,203-26.3% |
| Admin fee / account holder | $4,954 | $4,826+2.7% | $8,357-40.7% | $4,296+15.3% |