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 | $106,749+4.3% | $145,433-23.4% | $82,448+35.1% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 14.78% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,230 | $3,444-6.2% | $4,554-29.1% | $2,551+26.6% |
| Participant deferral / active EE | $13,298 | $6,519+104.0% | $7,897+68.4% | $4,139+221.3% |
| Admin fee / account holder | $11,922 | $8,390+42.1% | $13,129-9.2% | $7,234+64.8% |