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 | $111,373 | $109,881+1.4% | $150,045-25.8% | $84,808+31.3% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,230 | $3,561-9.3% | $4,693-31.2% | $2,631+22.8% |
| Participant deferral / active EE | $13,298 | $6,636+100.4% | $7,997+66.3% | $4,212+215.8% |
| Admin fee / account holder | $11,922 | $8,568+39.1% | $13,435-11.3% | $7,344+62.3% |