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 | $90,185 | $73,933+22.0% | $96,683-6.7% | $75,163+20.0% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 16.59% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,554 | $2,928+21.4% | $3,737-4.9% | $2,670+33.1% |
| Participant deferral / active EE | $4,234 | $3,659+15.7% | $4,878-13.2% | $4,125+2.6% |
| Admin fee / account holder | $4,634 | $5,216-11.2% | $6,730-31.1% | $5,651-18.0% |