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 | $75,335 | $63,764+18.1% | $81,930-8.0% | $79,858-5.7% |
| Participation rate | 77.1% | 67.5%+9.6pp | 72.0%+5.1pp | 69.6%+7.5pp |
| Annual return | 10.99% | 22.66%-11.7pp | 29.49%-18.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,594 | $1,795+44.5% | $4,310-39.8% | $2,471+5.0% |
| Participant deferral / active EE | $3,184 | $2,780+14.5% | $7,107-55.2% | $3,740-14.9% |
| Admin fee / account holder | $639 | $4,426-85.6% | $5,158-87.6% | $5,306-88.0% |