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 | $71,780 | $75,183-4.5% | $123,892-42.1% | $55,167+30.1% |
| Participation rate | 87.7% | 72.8%+14.9pp | 81.4%+6.3pp | 69.0%+18.7pp |
| Annual return | 13.36% | 19.01%-5.6pp | 47.52%-34.2pp | 169.23%-155.9pp |
| Employer contribution / active EE | $4,682 | $2,823+65.8% | $4,617+1.4% | $1,963+138.6% |
| Participant deferral / active EE | $8,917 | $5,084+75.4% | $5,984+49.0% | $3,054+192.0% |
| Admin fee / account holder | $3,150 | $663+375.5% | $8,357-62.3% | $504+525.1% |