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 | $55,036 | $48,364+13.8% | $71,796-23.3% | $62,891-12.5% |
| Participation rate | 73.6% | 60.6%+13.0pp | 69.1%+4.5pp | 69.3%+4.3pp |
| Annual return | 9.29% | 13.16%-3.9pp | 78.04%-68.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,453 | $1,042+39.4% | $1,924-24.5% | $2,281-36.3% |
| Participant deferral / active EE | $2,422 | $2,091+15.8% | $2,794-13.3% | $3,203-24.4% |
| Admin fee / account holder | $2,145 | $3,771-43.1% | $4,815-55.5% | $4,296-50.1% |