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 | $75,124 | $65,365+14.9% | $92,893-19.1% | $72,985+2.9% |
| Participation rate | 71.1% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.6pp |
| Annual return | 22.30% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $6,194 | $2,594+138.8% | $3,653+69.6% | $2,440+153.9% |
| Participant deferral / active EE | $3,061 | $3,128-2.1% | $4,236-27.7% | $3,607-15.1% |
| Admin fee / account holder | $9,776 | $4,251+129.9% | $5,794+68.7% | $5,124+90.8% |