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 | $85,895 | $57,590+49.1% | $86,233-0.4% | $82,448+4.2% |
| Participation rate | 97.3% | 57.9%+39.4pp | 69.0%+28.3pp | 68.1%+29.2pp |
| Annual return | 18.54% | 22.41%-3.9pp | 61.39%-42.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,563 | $1,655+175.7% | $2,504+82.2% | $2,551+78.9% |
| Participant deferral / active EE | $6,437 | $3,080+109.0% | $4,559+41.2% | $4,139+55.5% |
| Admin fee / account holder | $2,073 | $4,730-56.2% | $8,342-75.2% | $7,234-71.3% |