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 | $103,759 | $95,803+8.3% | $113,168-8.3% | $84,808+22.3% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 16.89% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,599 | $2,360+10.1% | $2,975-12.6% | $2,631-1.2% |
| Participant deferral / active EE | $8,708 | $4,242+105.3% | $5,107+70.5% | $4,212+106.8% |
| Admin fee / account holder | $4,264 | $8,989-52.6% | $12,068-64.7% | $7,344-41.9% |