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 | $95,472 | $72,277+32.1% | $101,248-5.7% | $79,858+19.6% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 20.08% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,510 | $3,282-23.5% | $4,370-42.6% | $3,740-32.9% |
| Admin fee / account holder | $3,592 | $4,400-18.4% | $5,945-39.6% | $5,306-32.3% |