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 | $106,642 | $95,453+11.7% | $112,040-4.8% | $82,448+29.3% |
| Participation rate | 73.4% | 72.8%+0.7pp | 76.5%-3.1pp | 68.1%+5.3pp |
| Annual return | 13.48% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,739 | $2,318+18.2% | $2,954-7.3% | $2,551+7.4% |
| Participant deferral / active EE | $3,544 | $4,224-16.1% | $5,098-30.5% | $4,139-14.4% |
| Admin fee / account holder | $8,631 | $9,013-4.2% | $12,098-28.7% | $7,234+19.3% |