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 | $98,705 | $125,758-21.5% | $169,993-41.9% | $75,163+31.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 25.26% | 27.20%-1.9pp | 53.37%-28.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $3,748 | $4,615-18.8% | $6,785-44.8% | $2,670+40.4% |
| Participant deferral / active EE | $6,879 | $6,837+0.6% | $10,408-33.9% | $4,125+66.8% |
| Admin fee / account holder | $698 | $8,173-91.5% | $12,815-94.6% | $5,651-87.6% |