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 | $71,023 | $65,365+8.7% | $92,893-23.5% | $72,985-2.7% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 20.22% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,250 | $2,594+63.8% | $3,653+16.4% | $2,440+74.2% |
| Participant deferral / active EE | $3,405 | $3,128+8.8% | $4,236-19.6% | $3,607-5.6% |
| Admin fee / account holder | $3,719 | $4,251-12.5% | $5,794-35.8% | $5,124-27.4% |