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 | $183,522 | $148,978+23.2% | $200,582-8.5% | $84,808+116.4% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.2pp | 68.3%+28.8pp |
| Annual return | 14.47% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,757 | $4,815-42.7% | $6,419-57.0% | $2,631+4.8% |
| Participant deferral / active EE | $4,421 | $7,142-38.1% | $9,331-52.6% | $4,212+5.0% |
| Admin fee / account holder | $45,990 | $13,977+229.0% | $16,305+182.1% | $7,344+526.2% |