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 | $74,243 | $63,355+17.2% | $91,989-19.3% | $72,985+1.7% |
| Participation rate | 92.3% | 72.5%+19.8pp | 78.6%+13.7pp | 69.5%+22.8pp |
| Annual return | 20.19% | 35.35%-15.2pp | 69.02%-48.8pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,700 | $2,116+27.6% | $3,452-21.8% | $2,440+10.7% |
| Participant deferral / active EE | $5,138 | $4,883+5.2% | $5,923-13.2% | $3,607+42.4% |
| Admin fee / account holder | $3,914 | $4,668-16.1% | $7,743-49.4% | $5,124-23.6% |