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 | $69,715 | $91,552-23.9% | $133,956-48.0% | $79,858-12.7% |
| Participation rate | 73.5% | 73.3%+0.2pp | 79.8%-6.3pp | 69.6%+3.9pp |
| Annual return | 25.35% | 61.85%-36.5pp | 45.09%-19.7pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,689 | $2,384-29.1% | $3,919-56.9% | $2,471-31.6% |
| Participant deferral / active EE | $4,049 | $3,733+8.4% | $5,048-19.8% | $3,740+8.2% |
| Admin fee / account holder | $2,786 | $6,321-55.9% | $8,927-68.8% | $5,306-47.5% |