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 | $96,736 | $95,453+1.3% | $112,040-13.7% | $82,448+17.3% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 15.33% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,986 | $2,318-14.3% | $2,954-32.8% | $2,551-22.1% |
| Participant deferral / active EE | $5,917 | $4,224+40.1% | $5,098+16.1% | $4,139+42.9% |
| Admin fee / account holder | $388 | $9,013-95.7% | $12,098-96.8% | $7,234-94.6% |