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 | $87,013 | $79,944+8.8% | $98,439-11.6% | $75,163+15.8% |
| Participation rate | 88.5% | 70.4%+18.1pp | 75.2%+13.3pp | 67.2%+21.3pp |
| Annual return | 14.32% | 19.75%-5.4pp | 21.16%-6.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,462 | $2,264+52.9% | $3,048+13.6% | $2,670+29.7% |
| Participant deferral / active EE | $5,079 | $3,752+35.4% | $4,738+7.2% | $4,125+23.1% |
| Admin fee / account holder | $31,608 | $6,840+362.1% | $8,948+253.3% | $5,651+459.3% |