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 | $99,432 | $89,355+11.3% | $141,162-29.6% | $72,985+36.2% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 20.76% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,117 | $3,114-32.0% | $4,735-55.3% | $2,440-13.2% |
| Participant deferral / active EE | $6,022 | $5,418+11.1% | $6,709-10.2% | $3,607+66.9% |
| Admin fee / account holder | $4,847 | $5,958-18.7% | $10,261-52.8% | $5,124-5.4% |