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 | $74,574 | $51,638+44.4% | $68,368+9.1% | $82,448-9.5% |
| Participation rate | 89.7% | 63.6%+26.0pp | 73.8%+15.9pp | 68.1%+21.6pp |
| Annual return | 14.39% | 37.53%-23.1pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,918 | $2,047-6.3% | $2,649-27.6% | $2,551-24.8% |
| Participant deferral / active EE | $6,159 | $2,914+111.4% | $4,123+49.4% | $4,139+48.8% |
| Admin fee / account holder | $5,782 | $4,643+24.5% | $5,150+12.3% | $7,234-20.1% |