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 | $80,283 | $78,705+2.0% | $117,854-31.9% | $70,131+14.5% |
| Participation rate | 82.1% | 73.2%+8.9pp | 79.7%+2.4pp | 69.5%+12.5pp |
| Annual return | 20.16% | 23.30%-3.1pp | 335.08%-314.9pp | 73.14%-53.0pp |
| Employer contribution / active EE | $3,351 | $2,223+50.7% | $3,786-11.5% | $2,342+43.0% |
| Participant deferral / active EE | $3,847 | $3,297+16.7% | $4,482-14.2% | $3,332+15.5% |
| Admin fee / account holder | $1,429 | $5,065-71.8% | $8,020-82.2% | $4,645-69.2% |