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 | $81,510 | $72,492+12.4% | $87,100-6.4% | $72,985+11.7% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 20.18% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,217 | $1,894+17.1% | $2,521-12.1% | $2,440-9.1% |
| Participant deferral / active EE | $3,147 | $3,270-3.7% | $4,049-22.3% | $3,607-12.8% |
| Admin fee / account holder | $3,423 | $5,055-32.3% | $7,497-54.3% | $5,124-33.2% |