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 | $84,340 | $83,477+1.0% | $125,175-32.6% | $72,985+15.6% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 16.40% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $3,833 | $2,345+63.4% | $3,865-0.8% | $2,440+57.1% |
| Participant deferral / active EE | $5,436 | $3,585+51.6% | $4,937+10.1% | $3,607+50.7% |
| Admin fee / account holder | $21,446 | $5,517+288.7% | $9,702+121.0% | $5,124+318.5% |