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 | $82,981 | $86,891-4.5% | $142,449-41.7% | $75,163+10.4% |
| Participation rate | 95.3% | 68.5%+26.8pp | 76.8%+18.5pp | 67.2%+28.1pp |
| Annual return | 17.24% | 23.31%-6.1pp | 19.99%-2.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,735 | $3,355+41.1% | $4,847-2.3% | $2,670+77.3% |
| Participant deferral / active EE | $5,715 | $4,938+15.7% | $6,283-9.0% | $4,125+38.5% |
| Admin fee / account holder | $4,481 | $7,299-38.6% | $10,011-55.2% | $5,651-20.7% |