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 | $78,124 | $79,013-1.1% | $100,391-22.2% | $74,495+4.9% |
| Participation rate | 86.1% | 79.5%+6.6pp | 81.5%+4.6pp | 67.2%+18.9pp |
| Annual return | 18.46% | 20.41%-1.9pp | 49.20%-30.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,479 | $3,021+15.2% | $3,942-11.7% | $2,623+32.6% |
| Participant deferral / active EE | $11,391 | $7,760+46.8% | $8,082+41.0% | $4,346+162.1% |
| Admin fee / account holder | $2,474 | $1,320+87.4% | $7,899-68.7% | $1,942+27.4% |