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 | $66,530 | $48,076+38.4% | $78,689-15.5% | $62,891+5.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.47% | 31.35%-19.9pp | 62.18%-50.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $3,783 | $2,015+87.8% | $2,851+32.7% | $2,281+65.8% |
| Participant deferral / active EE | $5,660 | $2,588+118.7% | $3,517+61.0% | $3,203+76.7% |
| Admin fee / account holder | $3,434 | $3,207+7.1% | $4,510-23.9% | $4,296-20.1% |