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 | $90,360 | $76,367+18.3% | $93,606-3.5% | $72,985+23.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 28.85% | 25.82%+3.0pp | 32.76%-3.9pp | 81.00%-52.1pp |
| Employer contribution / active EE | $3,232 | $2,275+42.1% | $2,718+18.9% | $2,440+32.5% |
| Participant deferral / active EE | $7,121 | $3,538+101.3% | $4,069+75.0% | $3,607+97.4% |
| Admin fee / account holder | $2,546 | $6,838-62.8% | $7,888-67.7% | $5,124-50.3% |