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 | $74,297 | $65,365+13.7% | $92,893-20.0% | $72,985+1.8% |
| Participation rate | 95.3% | 68.3%+27.0pp | 76.0%+19.3pp | 69.5%+25.8pp |
| Annual return | 20.01% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,232 | $2,594-52.5% | $3,653-66.3% | $2,440-49.5% |
| Participant deferral / active EE | $4,188 | $3,128+33.9% | $4,236-1.1% | $3,607+16.1% |
| Admin fee / account holder | $2,933 | $4,251-31.0% | $5,794-49.4% | $5,124-42.8% |