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 | $73,033 | $87,870-16.9% | $113,168-35.5% | $74,304-1.7% |
| Participation rate | 80.8% | 70.7%+10.0pp | 76.6%+4.2pp | 60.3%+20.4pp |
| Annual return | 44.56% | 26.44%+18.1pp | 24.27%+20.3pp | 29.43%+15.1pp |
| Employer contribution / active EE | $4,331 | $2,277+90.2% | $2,975+45.6% | $2,241+93.2% |
| Participant deferral / active EE | $8,043 | $4,241+89.7% | $5,107+57.5% | $3,767+113.5% |
| Admin fee / account holder | $6,622 | $3,368+96.6% | $12,068-45.1% | $2,969+123.1% |