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 | $57,347 | $43,075+33.1% | $74,583-23.1% | $62,891-8.8% |
| Participation rate | 85.2% | 58.1%+27.1pp | 68.1%+17.1pp | 69.3%+15.9pp |
| Annual return | 7.97% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,987 | $1,498+99.4% | $2,525+18.3% | $2,281+30.9% |
| Participant deferral / active EE | $6,709 | $2,389+180.8% | $3,458+94.0% | $3,203+109.5% |
| Admin fee / account holder | $11,917 | $2,840+319.6% | $4,138+188.0% | $4,296+177.4% |