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 | $83,435 | $70,475+18.4% | $100,516-17.0% | $79,858+4.5% |
| Participation rate | 98.0% | 73.7%+24.3pp | 79.4%+18.6pp | 69.6%+28.3pp |
| Annual return | 19.99% | 21.90%-1.9pp | 30.89%-10.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,683 | $2,165+24.0% | $3,418-21.5% | $2,471+8.6% |
| Participant deferral / active EE | $5,819 | $5,181+12.3% | $6,270-7.2% | $3,740+55.6% |
| Admin fee / account holder | $13,517 | $4,478+201.8% | $8,081+67.3% | $5,306+154.7% |