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 | $77,583 | $51,175+51.6% | $70,515+10.0% | $75,163+3.2% |
| Participation rate | 87.0% | 60.9%+26.0pp | 68.3%+18.6pp | 67.2%+19.8pp |
| Annual return | 16.63% | 30.02%-13.4pp | 32.77%-16.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,025 | $1,826+10.9% | $2,973-31.9% | $2,670-24.2% |
| Participant deferral / active EE | $4,174 | $2,849+46.5% | $4,567-8.6% | $4,125+1.2% |
| Admin fee / account holder | $1,598 | $4,091-60.9% | $6,412-75.1% | $5,651-71.7% |