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 | $68,747 | $78,672-12.6% | $109,143-37.0% | $85,850-19.9% |
| Participation rate | 97.6% | 68.3%+29.3pp | 75.9%+21.7pp | 69.3%+28.2pp |
| Annual return | 15.45% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,593 | $2,735-5.2% | $3,722-30.3% | $2,565+1.1% |
| Participant deferral / active EE | $2,755 | $3,467-20.5% | $4,653-40.8% | $3,952-30.3% |
| Admin fee / account holder | $7,268 | $5,469+32.9% | $6,752+7.6% | $6,260+16.1% |