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 | $104,455 | $109,881-4.9% | $150,045-30.4% | $84,808+23.2% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 15.89% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,036 | $3,561-70.9% | $4,693-77.9% | $2,631-60.6% |
| Participant deferral / active EE | $4,580 | $6,636-31.0% | $7,997-42.7% | $4,212+8.7% |
| Admin fee / account holder | $3,008 | $8,568-64.9% | $13,435-77.6% | $7,344-59.0% |