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 | $80,258 | $60,349+33.0% | $74,183+8.2% | $62,891+27.6% |
| Participation rate | 87.8% | 72.7%+15.0pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 7.03% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $483 | $1,680-71.3% | $2,370-79.6% | $2,281-78.8% |
| Participant deferral / active EE | $2,554 | $2,856-10.6% | $3,550-28.1% | $3,203-20.3% |
| Admin fee / account holder | $1,929 | $4,261-54.7% | $5,586-65.5% | $4,296-55.1% |