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 | $65,914 | $65,376+0.8% | $87,100-24.3% | $65,185+1.1% |
| Participation rate | 96.1% | 75.3%+20.8pp | 76.9%+19.2pp | 70.2%+25.9pp |
| Annual return | 22.97% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,913 | $1,822+59.8% | $2,521+15.5% | $2,177+33.8% |
| Participant deferral / active EE | $5,301 | $3,388+56.4% | $4,049+30.9% | $3,514+50.9% |
| Admin fee / account holder | $3,797 | $520+630.6% | $7,497-49.4% | $847+348.2% |