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 | $62,642 | $89,355-29.9% | $141,162-55.6% | $72,985-14.2% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 22.68% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,350 | $3,114-24.5% | $4,735-50.4% | $2,440-3.7% |
| Participant deferral / active EE | $4,507 | $5,418-16.8% | $6,709-32.8% | $3,607+25.0% |
| Admin fee / account holder | $2,265 | $5,958-62.0% | $10,261-77.9% | $5,124-55.8% |