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 | $71,828 | $58,851+22.1% | $115,157-37.6% | $72,985-1.6% |
| Participation rate | 87.2% | 65.5%+21.7pp | 75.9%+11.3pp | 69.5%+17.7pp |
| Annual return | 18.88% | 23.16%-4.3pp | 35.60%-16.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $858 | $1,798-52.3% | $3,179-73.0% | $2,440-64.8% |
| Participant deferral / active EE | $5,325 | $2,643+101.5% | $4,168+27.7% | $3,607+47.6% |
| Admin fee / account holder | $1,138 | $6,370-82.1% | $7,088-83.9% | $5,124-77.8% |