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 | $113,642 | $109,881+3.4% | $150,045-24.3% | $84,808+34.0% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 27.44% | 28.25%-0.8pp | 62.55%-35.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $2,744 | $3,561-23.0% | $4,693-41.5% | $2,631+4.3% |
| Participant deferral / active EE | $9,592 | $6,636+44.6% | $7,997+19.9% | $4,212+127.8% |
| Admin fee / account holder | $18,980 | $8,568+121.5% | $13,435+41.3% | $7,344+158.4% |