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 | $99,382 | $80,717+23.1% | $154,803-35.8% | $84,808+17.2% |
| Participation rate | 95.8% | 66.8%+29.0pp | 78.1%+17.8pp | 68.3%+27.5pp |
| Annual return | 14.06% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,840 | $2,761-33.4% | $4,305-57.3% | $2,631-30.1% |
| Participant deferral / active EE | $4,850 | $3,303+46.8% | $5,540-12.5% | $4,212+15.1% |
| Admin fee / account holder | $2,814 | $6,746-58.3% | $14,329-80.4% | $7,344-61.7% |