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 | $67,433 | $65,365+3.2% | $92,893-27.4% | $72,985-7.6% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.0%-3.6pp | 69.5%+2.9pp |
| Annual return | 26.18% | 42.10%-15.9pp | 109.41%-83.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,694 | $2,594-34.7% | $3,653-53.6% | $2,440-30.6% |
| Participant deferral / active EE | $5,482 | $3,128+75.2% | $4,236+29.4% | $3,607+52.0% |
| Admin fee / account holder | $2,752 | $4,251-35.3% | $5,794-52.5% | $5,124-46.3% |