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 | $61,947 | $40,256+53.9% | $57,343+8.0% | $59,632+3.9% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 68.7%+12.1pp |
| Annual return | 1.05% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $3,481 | $1,922+81.1% | $2,689+29.5% | $2,203+58.0% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,569 | $2,818-8.8% | $3,356-23.4% | $4,297-40.2% |