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 | $99,805 | $87,013+14.7% | $106,213-6.0% | $80,856+23.4% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.5pp | 67.6%+17.1pp |
| Annual return | 37.19% | 17.05%+20.1pp | 116.14%-78.9pp | 35.59%+1.6pp |
| Employer contribution / active EE | $3,012 | $2,395+25.7% | $3,171-5.0% | $2,755+9.3% |
| Participant deferral / active EE | $5,567 | $3,986+39.7% | $5,016+11.0% | $4,296+29.6% |
| Admin fee / account holder | $28,142 | $8,431+233.8% | $11,033+155.1% | $6,918+306.8% |