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 | $56,471 | $74,089-23.8% | $133,980-57.9% | $55,167+2.4% |
| Participation rate | 89.6% | 84.3%+5.3pp | 87.1%+2.5pp | 69.0%+20.6pp |
| Annual return | 13.71% | 12.11%+1.6pp | 29.30%-15.6pp | 169.23%-155.5pp |
| Employer contribution / active EE | $7,840 | $3,064+155.9% | $5,211+50.4% | $1,963+299.5% |
| Participant deferral / active EE | $8,246 | $4,678+76.3% | $6,282+31.3% | $3,054+170.0% |
| Admin fee / account holder | $1,445 | $458+215.3% | $9,324-84.5% | $504+186.7% |