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 | $103,477 | $83,477+24.0% | $125,175-17.3% | $72,985+41.8% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.4pp | 69.5%+12.7pp |
| Annual return | 21.43% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,465 | $2,345-37.6% | $3,865-62.1% | $2,440-40.0% |
| Participant deferral / active EE | $3,824 | $3,585+6.7% | $4,937-22.5% | $3,607+6.0% |
| Admin fee / account holder | $3,694 | $5,517-33.0% | $9,702-61.9% | $5,124-27.9% |