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 | $86,186 | $65,365+31.9% | $92,893-7.2% | $72,985+18.1% |
| Participation rate | 90.9% | 68.3%+22.6pp | 76.0%+14.9pp | 69.5%+21.4pp |
| Annual return | 22.31% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,014 | $2,594+16.2% | $3,653-17.5% | $2,440+23.5% |
| Participant deferral / active EE | $4,273 | $3,128+36.6% | $4,236+0.9% | $3,607+18.4% |
| Admin fee / account holder | $949 | $4,251-77.7% | $5,794-83.6% | $5,124-81.5% |