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 | $109,117 | $109,359-0.2% | $162,163-32.7% | $72,985+49.5% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 28.76% | 25.46%+3.3pp | 115.59%-86.8pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,612 | $3,907-58.7% | $5,614-71.3% | $2,440-33.9% |
| Participant deferral / active EE | $5,894 | $5,481+7.5% | $7,298-19.2% | $3,607+63.4% |
| Admin fee / account holder | $4,464 | $7,972-44.0% | $10,843-58.8% | $5,124-12.9% |