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 | $103,915 | $93,571+11.1% | $135,903-23.5% | $75,163+38.3% |
| Participation rate | 92.9% | 75.2%+17.8pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 21.77% | 30.90%-9.1pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,389 | $3,537+52.4% | $4,856+11.0% | $2,670+101.9% |
| Participant deferral / active EE | $10,647 | $6,404+66.3% | $7,758+37.2% | $4,125+158.1% |
| Admin fee / account holder | $4,571 | $6,975-34.5% | $10,762-57.5% | $5,651-19.1% |