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 | $68,194 | $54,541+25.0% | $78,778-13.4% | $70,131-2.8% |
| Participation rate | 83.7% | 60.8%+22.9pp | 69.2%+14.5pp | 69.5%+14.2pp |
| Annual return | 20.11% | 21.07%-1.0pp | 35.62%-15.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $897 | $1,089-17.6% | $1,986-54.8% | $2,342-61.7% |
| Participant deferral / active EE | $3,550 | $2,210+60.6% | $2,958+20.0% | $3,332+6.5% |
| Admin fee / account holder | $1,444 | $3,709-61.1% | $5,134-71.9% | $4,645-68.9% |