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 3-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 | $98,815 | $89,698+10.2% | $103,476-4.5% | $80,856+22.2% |
| Participation rate | 93.3% | 76.0%+17.4pp | 80.5%+12.8pp | 67.6%+25.7pp |
| Annual return | 15.08% | 22.78%-7.7pp | 23.90%-8.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,203 | $4,018+4.6% | $4,672-10.0% | $2,755+52.6% |
| Participant deferral / active EE | $8,385 | $5,456+53.7% | $6,623+26.6% | $4,296+95.2% |
| Admin fee / account holder | $2,976 | $6,768-56.0% | $9,413-68.4% | $6,918-57.0% |