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 | $94,097 | $109,881-14.4% | $150,045-37.3% | $84,808+11.0% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,169 | $3,561+73.2% | $4,693+31.5% | $2,631+134.5% |
| Participant deferral / active EE | $5,756 | $6,636-13.3% | $7,997-28.0% | $4,212+36.7% |
| Admin fee / account holder | $416 | $8,568-95.1% | $13,435-96.9% | $7,344-94.3% |