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 | $73,058 | $54,762+33.4% | $90,281-19.1% | $72,985+0.1% |
| Participation rate | 93.9% | 65.1%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 20.60% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,737 | $2,092+78.6% | $2,854+30.9% | $2,440+53.1% |
| Participant deferral / active EE | $2,942 | $2,887+1.9% | $3,885-24.3% | $3,607-18.4% |
| Admin fee / account holder | $9,649 | $3,972+142.9% | $5,351+80.3% | $5,124+88.3% |