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 | $90,716 | $70,428+28.8% | $96,562-6.1% | $85,850+5.7% |
| Participation rate | 70.0% | 61.8%+8.2pp | 69.8%+0.2pp | 69.3%+0.7pp |
| Annual return | 18.45% | 18.59%-0.1pp | 37.78%-19.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,309 | $1,413-7.3% | $2,356-44.4% | $2,565-49.0% |
| Participant deferral / active EE | $2,521 | $2,894-12.9% | $3,849-34.5% | $3,952-36.2% |
| Admin fee / account holder | $3,497 | $4,997-30.0% | $6,181-43.4% | $6,260-44.1% |