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 | $95,959 | $74,927+28.1% | $101,794-5.7% | $84,808+13.1% |
| Participation rate | 82.4% | 61.4%+21.0pp | 69.2%+13.2pp | 68.3%+14.0pp |
| Annual return | 15.17% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,247 | $1,522+47.6% | $2,289-1.9% | $2,631-14.6% |
| Participant deferral / active EE | $4,459 | $3,099+43.9% | $4,084+9.2% | $4,212+5.9% |
| Admin fee / account holder | $15,300 | $6,514+134.9% | $8,777+74.3% | $7,344+108.3% |