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 | $90,981 | $80,673+12.8% | $101,326-10.2% | $84,808+7.3% |
| Participation rate | 82.6% | 77.8%+4.8pp | 81.5%+1.1pp | 68.3%+14.3pp |
| Annual return | 15.68% | 38.95%-23.3pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,461 | $2,698+28.3% | $3,665-5.6% | $2,631+31.6% |
| Participant deferral / active EE | $4,267 | $6,840-37.6% | $7,994-46.6% | $4,212+1.3% |
| Admin fee / account holder | $1,066 | $12,784-91.7% | $11,185-90.5% | $7,344-85.5% |