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 | $96,776 | $73,787+31.2% | $98,716-2.0% | $82,448+17.4% |
| Participation rate | 92.6% | 61.4%+31.1pp | 69.3%+23.3pp | 68.1%+24.5pp |
| Annual return | 15.41% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,959 | $1,511+95.8% | $2,279+29.9% | $2,551+16.0% |
| Participant deferral / active EE | $4,214 | $3,081+36.7% | $4,048+4.1% | $4,139+1.8% |
| Admin fee / account holder | $5,050 | $6,500-22.3% | $8,703-42.0% | $7,234-30.2% |