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 | $68,243 | $54,762+24.6% | $90,281-24.4% | $72,985-6.5% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 24.14% | 30.63%-6.5pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $4,441 | $2,092+112.3% | $2,854+55.6% | $2,440+82.0% |
| Participant deferral / active EE | $6,135 | $2,887+112.5% | $3,885+57.9% | $3,607+70.1% |
| Admin fee / account holder | $6,335 | $3,972+59.5% | $5,351+18.4% | $5,124+23.6% |