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 | $65,865 | $48,076+37.0% | $78,689-16.3% | $62,891+4.7% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+20.0pp | 69.3%+24.2pp |
| Annual return | 7.97% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,534 | $2,015+75.4% | $2,851+24.0% | $2,281+54.9% |
| Participant deferral / active EE | $9,183 | $2,588+254.8% | $3,517+161.1% | $3,203+186.7% |
| Admin fee / account holder | $8,327 | $3,207+159.6% | $4,510+84.6% | $4,296+93.8% |