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 | $87,573 | $89,753-2.4% | $107,525-18.6% | $84,808+3.3% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,270 | $3,113+5.0% | $3,754-12.9% | $2,631+24.3% |
| Participant deferral / active EE | $7,245 | $4,056+78.6% | $5,116+41.6% | $4,212+72.0% |
| Admin fee / account holder | $18,303 | $7,222+153.4% | $8,919+105.2% | $7,344+149.2% |