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 | $70,200 | $24,730+183.9% | $66,042+6.3% | $84,808-17.2% |
| Participation rate | 81.7% | 68.1%+13.6pp | 67.5%+14.2pp | 68.3%+13.4pp |
| Annual return | 15.79% | 79.55%-63.8pp | 52.11%-36.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,761 | $857+339.0% | $1,579+138.1% | $2,631+42.9% |
| Participant deferral / active EE | $4,998 | $1,737+187.7% | $2,835+76.3% | $4,212+18.7% |
| Admin fee / account holder | $35,562 | $3,014+1079.9% | $5,747+518.8% | $7,344+384.2% |