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 | $69,716 | $65,041+7.2% | $90,951-23.3% | $79,858-12.7% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.0%+1.0pp | 69.6%+0.4pp |
| Annual return | 11.76% | 30.45%-18.7pp | 134.60%-122.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $670 | $1,247-46.3% | $2,122-68.4% | $2,471-72.9% |
| Participant deferral / active EE | $3,227 | $2,512+28.5% | $3,373-4.3% | $3,740-13.7% |
| Admin fee / account holder | $11,876 | $4,536+161.8% | $5,959+99.3% | $5,306+123.8% |