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 | $76,576 | $64,480+18.8% | $81,382-5.9% | $80,856-5.3% |
| Participation rate | 97.8% | 63.9%+33.9pp | 69.5%+28.3pp | 67.6%+30.1pp |
| Annual return | 19.31% | 16.34%+3.0pp | 24.73%-5.4pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,437 | $1,978+23.2% | $2,463-1.1% | $2,755-11.5% |
| Participant deferral / active EE | $4,673 | $3,094+51.0% | $3,883+20.3% | $4,296+8.8% |
| Admin fee / account holder | $4,968 | $5,671-12.4% | $5,768-13.9% | $6,918-28.2% |