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 | $89,332 | $76,367+17.0% | $93,606-4.6% | $72,985+22.4% |
| Participation rate | 93.5% | 71.7%+21.7pp | 75.8%+17.7pp | 69.5%+24.0pp |
| Annual return | 23.38% | 25.82%-2.4pp | 32.76%-9.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,169 | $2,275+39.3% | $2,718+16.6% | $2,440+29.9% |
| Participant deferral / active EE | $7,278 | $3,538+105.7% | $4,069+78.9% | $3,607+101.8% |
| Admin fee / account holder | $21,303 | $6,838+211.5% | $7,888+170.1% | $5,124+315.7% |