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 | $123,666 | $91,552+35.1% | $133,956-7.7% | $79,858+54.9% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 15.85% | 61.85%-46.0pp | 45.09%-29.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,127 | $2,384-10.8% | $3,919-45.7% | $2,471-13.9% |
| Participant deferral / active EE | $10,008 | $3,733+168.1% | $5,048+98.3% | $3,740+167.6% |
| Admin fee / account holder | $7,131 | $6,321+12.8% | $8,927-20.1% | $5,306+34.4% |