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 | $102,404 | $92,985+10.1% | $153,485-33.3% | $80,856+26.6% |
| Participation rate | 98.3% | 69.0%+29.3pp | 77.1%+21.2pp | 67.6%+30.7pp |
| Annual return | 14.34% | 19.95%-5.6pp | 15.65%-1.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,595 | $3,507+59.5% | $5,039+11.1% | $2,755+103.1% |
| Participant deferral / active EE | $6,342 | $5,178+22.5% | $6,757-6.2% | $4,296+47.6% |
| Admin fee / account holder | $9,719 | $8,880+9.4% | $12,724-23.6% | $6,918+40.5% |