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 | $70,812 | $65,395+8.3% | $182,532-61.2% | $72,985-3.0% |
| Participation rate | 73.8% | 65.4%+8.4pp | 78.0%-4.2pp | 69.5%+4.3pp |
| Annual return | 23.62% | 27.68%-4.1pp | 148.54%-124.9pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,916 | $1,911+0.3% | $4,076-53.0% | $2,440-21.5% |
| Participant deferral / active EE | $5,753 | $3,563+61.5% | $5,524+4.1% | $3,607+59.5% |
| Admin fee / account holder | $4,579 | $4,245+7.9% | $8,592-46.7% | $5,124-10.6% |