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 | $163,101 | $148,978+9.5% | $200,582-18.7% | $84,808+92.3% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 14.44% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,228 | $4,815+29.3% | $6,419-3.0% | $2,631+136.7% |
| Participant deferral / active EE | $8,878 | $7,142+24.3% | $9,331-4.9% | $4,212+110.8% |
| Admin fee / account holder | $2,309 | $13,977-83.5% | $16,305-85.8% | $7,344-68.6% |