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 | $75,936 | $72,277+5.1% | $101,248-25.0% | $79,858-4.9% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 22.58% | 22.30%+0.3pp | 46.47%-23.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $735 | $2,692-72.7% | $3,660-79.9% | $2,471-70.3% |
| Participant deferral / active EE | $3,427 | $3,282+4.4% | $4,370-21.6% | $3,740-8.4% |
| Admin fee / account holder | $670 | $4,400-84.8% | $5,945-88.7% | $5,306-87.4% |