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 | $94,461 | $95,803-1.4% | $113,168-16.5% | $84,808+11.4% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 15.29% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,085 | $2,360+73.1% | $2,975+37.3% | $2,631+55.3% |
| Participant deferral / active EE | $4,614 | $4,242+8.8% | $5,107-9.7% | $4,212+9.5% |
| Admin fee / account holder | $3,098 | $8,989-65.5% | $12,068-74.3% | $7,344-57.8% |