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 | $90,394 | $68,547+31.9% | $120,354-24.9% | $80,856+11.8% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.6%+28.4pp |
| Annual return | 24.89% | 23.60%+1.3pp | 107.15%-82.3pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,786 | $2,051-12.9% | $3,463-48.4% | $2,755-35.2% |
| Participant deferral / active EE | $4,631 | $3,173+45.9% | $4,991-7.2% | $4,296+7.8% |
| Admin fee / account holder | $3,349 | $5,732-41.6% | $9,423-64.5% | $6,918-51.6% |