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 | $94,876 | $95,803-1.0% | $113,168-16.2% | $84,808+11.9% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.6pp |
| Annual return | 13.14% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,963 | $2,360-16.8% | $2,975-34.0% | $2,631-25.4% |
| Participant deferral / active EE | $7,275 | $4,242+71.5% | $5,107+42.4% | $4,212+72.7% |
| Admin fee / account holder | $41,858 | $8,989+365.7% | $12,068+246.9% | $7,344+470.0% |