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 | $76,953 | $48,364+59.1% | $71,796+7.2% | $62,891+22.4% |
| Participation rate | 93.9% | 60.6%+33.3pp | 69.1%+24.8pp | 69.3%+24.6pp |
| Annual return | 7.30% | 13.16%-5.9pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,012 | $1,042+93.1% | $1,924+4.5% | $2,281-11.8% |
| Participant deferral / active EE | $3,838 | $2,091+83.5% | $2,794+37.3% | $3,203+19.8% |
| Admin fee / account holder | $1,408 | $3,771-62.7% | $4,815-70.8% | $4,296-67.2% |