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 | $74,714 | $57,541+29.8% | $95,745-22.0% | $75,163-0.6% |
| Participation rate | 84.2% | 62.5%+21.7pp | 72.3%+11.9pp | 67.2%+17.0pp |
| Annual return | 16.50% | 34.93%-18.4pp | 28.35%-11.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $946 | $1,808-47.7% | $2,835-66.6% | $2,670-64.6% |
| Participant deferral / active EE | $5,799 | $3,074+88.7% | $4,245+36.6% | $4,125+40.6% |
| Admin fee / account holder | $3,786 | $4,099-7.6% | $5,678-33.3% | $5,651-33.0% |