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 | $73,322 | $48,076+52.5% | $78,689-6.8% | $62,891+16.6% |
| Participation rate | 82.7% | 65.2%+17.5pp | 73.6%+9.2pp | 69.3%+13.4pp |
| Annual return | 6.03% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,236 | $2,015+11.0% | $2,851-21.6% | $2,281-2.0% |
| Participant deferral / active EE | $4,989 | $2,588+92.8% | $3,517+41.8% | $3,203+55.7% |
| Admin fee / account holder | $8,023 | $3,207+150.1% | $4,510+77.9% | $4,296+86.8% |