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 | $84,357 | $78,672+7.2% | $109,143-22.7% | $85,850-1.7% |
| Participation rate | 88.1% | 68.3%+19.9pp | 75.9%+12.3pp | 69.3%+18.8pp |
| Annual return | 16.86% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,326 | $2,735+21.6% | $3,722-10.6% | $2,565+29.7% |
| Participant deferral / active EE | $6,278 | $3,467+81.1% | $4,653+34.9% | $3,952+58.9% |
| Admin fee / account holder | $5,488 | $5,469+0.3% | $6,752-18.7% | $6,260-12.3% |