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 | $90,761 | $86,929+4.4% | $102,423-11.4% | $80,856+12.2% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.6%+26.4pp |
| Annual return | 14.23% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,882 | $2,369-20.6% | $3,023-37.7% | $2,755-31.7% |
| Participant deferral / active EE | $3,536 | $4,118-14.2% | $5,053-30.0% | $4,296-17.7% |
| Admin fee / account holder | $16,483 | $8,049+104.8% | $9,451+74.4% | $6,918+138.3% |