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 | $83,492 | $78,705+6.1% | $117,854-29.2% | $70,131+19.1% |
| Participation rate | 81.5% | 73.2%+8.3pp | 79.7%+1.8pp | 69.5%+11.9pp |
| Annual return | 18.34% | 23.30%-5.0pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,167 | $2,223-47.5% | $3,786-69.2% | $2,342-50.2% |
| Participant deferral / active EE | $2,980 | $3,297-9.6% | $4,482-33.5% | $3,332-10.6% |
| Admin fee / account holder | $2,910 | $5,065-42.6% | $8,020-63.7% | $4,645-37.4% |