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 | $78,524 | $65,365+20.1% | $92,893-15.5% | $72,985+7.6% |
| Participation rate | 73.2% | 68.3%+4.9pp | 76.0%-2.8pp | 69.5%+3.7pp |
| Annual return | 24.99% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $763 | $2,594-70.6% | $3,653-79.1% | $2,440-68.7% |
| Participant deferral / active EE | $3,613 | $3,128+15.5% | $4,236-14.7% | $3,607+0.2% |
| Admin fee / account holder | $1,924 | $4,251-54.7% | $5,794-66.8% | $5,124-62.5% |