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 | $90,667 | $83,477+8.6% | $125,175-27.6% | $72,985+24.2% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 21.79% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,837 | $2,345+21.0% | $3,865-26.6% | $2,440+16.3% |
| Participant deferral / active EE | $6,813 | $3,585+90.0% | $4,937+38.0% | $3,607+88.9% |
| Admin fee / account holder | $569 | $5,517-89.7% | $9,702-94.1% | $5,124-88.9% |