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 | $90,126 | $77,314+16.6% | $177,989-49.4% | $80,856+11.5% |
| Participation rate | 83.3% | 65.7%+17.6pp | 77.1%+6.2pp | 67.6%+15.7pp |
| Annual return | 19.74% | 18.09%+1.7pp | 294.48%-274.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,792 | $2,292+21.8% | $3,949-29.3% | $2,755+1.3% |
| Participant deferral / active EE | $6,762 | $4,411+53.3% | $6,276+7.7% | $4,296+57.4% |
| Admin fee / account holder | $15,831 | $7,191+120.2% | $10,363+52.8% | $6,918+128.8% |