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 | $93,679 | $95,803-2.2% | $113,168-17.2% | $84,808+10.5% |
| Participation rate | 84.9% | 72.9%+12.0pp | 76.6%+8.3pp | 68.3%+16.6pp |
| Annual return | 19.91% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,134 | $2,360-9.6% | $2,975-28.3% | $2,631-18.9% |
| Participant deferral / active EE | $5,548 | $4,242+30.8% | $5,107+8.6% | $4,212+31.7% |
| Admin fee / account holder | $2,732 | $8,989-69.6% | $12,068-77.4% | $7,344-62.8% |