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 | $98,268 | $71,050+38.3% | $93,606+5.0% | $80,856+21.5% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.0pp | 67.6%+8.1pp |
| Annual return | 12.16% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,854 | $1,564+18.6% | $2,420-23.4% | $2,755-32.7% |
| Participant deferral / active EE | $4,325 | $4,034+7.2% | $4,411-2.0% | $4,296+0.7% |
| Admin fee / account holder | $552 | $6,945-92.1% | $8,285-93.3% | $6,918-92.0% |