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 | $104,386 | $81,632+27.9% | $70,449+48.2% | $158,922-34.3% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 14.09% | 208.40%-194.3pp | 109.03%-94.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,794 | $3,217+17.9% | $2,737+38.7% | $4,761-20.3% |
| Participant deferral / active EE | $3,721 | $4,554-18.3% | $3,709+0.3% | $5,982-37.8% |
| Admin fee / account holder | $2,849 | $6,193-54.0% | $3,845-25.9% | $11,246-74.7% |