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 5-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 | $97,258 | $95,803+1.5% | $113,168-14.1% | $84,808+14.7% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 17.42% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,996 | $2,360+26.9% | $2,975+0.7% | $2,631+13.9% |
| Participant deferral / active EE | $7,932 | $4,242+87.0% | $5,107+55.3% | $4,212+88.3% |
| Admin fee / account holder | $8,809 | $8,989-2.0% | $12,068-27.0% | $7,344+20.0% |