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 | $91,896 | $84,233+9.1% | $170,442-46.1% | $70,131+31.0% |
| Participation rate | 95.5% | 70.8%+24.6pp | 83.6%+11.9pp | 69.5%+25.9pp |
| Annual return | 17.93% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,056 | $3,387+19.7% | $5,433-25.3% | $2,342+73.1% |
| Participant deferral / active EE | $5,431 | $3,086+76.0% | $4,939+9.9% | $3,332+63.0% |
| Admin fee / account holder | $2,511 | $5,698-55.9% | $13,880-81.9% | $4,645-45.9% |