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 | $71,645 | $60,349+18.7% | $74,183-3.4% | $62,891+13.9% |
| Participation rate | 90.6% | 72.7%+17.9pp | 76.6%+14.0pp | 69.3%+21.3pp |
| Annual return | 14.03% | 21.37%-7.3pp | 17.74%-3.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $3,830 | $1,680+127.9% | $2,370+61.6% | $2,281+67.9% |
| Participant deferral / active EE | $6,414 | $2,856+124.6% | $3,550+80.7% | $3,203+100.2% |
| Admin fee / account holder | $3,906 | $4,261-8.3% | $5,586-30.1% | $4,296-9.1% |