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 | $103,669 | $87,733+18.2% | $106,548-2.7% | $85,850+20.8% |
| Participation rate | 90.9% | 71.9%+19.0pp | 76.1%+14.8pp | 69.3%+21.6pp |
| Annual return | 13.31% | 21.86%-8.6pp | 26.80%-13.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,513 | $2,073+21.2% | $2,819-10.9% | $2,565-2.0% |
| Participant deferral / active EE | $7,495 | $3,469+116.1% | $4,398+70.4% | $3,952+89.7% |
| Admin fee / account holder | $13,575 | $6,767+100.6% | $7,407+83.3% | $6,260+116.8% |