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 | $89,925 | $86,929+3.4% | $102,423-12.2% | $80,856+11.2% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.3pp |
| Annual return | 13.49% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,633 | $2,369+11.1% | $3,023-12.9% | $2,755-4.4% |
| Participant deferral / active EE | $5,442 | $4,118+32.1% | $5,053+7.7% | $4,296+26.7% |
| Admin fee / account holder | $8,629 | $8,049+7.2% | $9,451-8.7% | $6,918+24.7% |