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 | $81,342 | $65,041+25.1% | $90,951-10.6% | $79,858+1.9% |
| Participation rate | 85.3% | 61.6%+23.7pp | 69.0%+16.3pp | 69.6%+15.7pp |
| Annual return | 12.46% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,159 | $1,247+73.1% | $2,122+1.8% | $2,471-12.6% |
| Participant deferral / active EE | $2,497 | $2,512-0.6% | $3,373-26.0% | $3,740-33.2% |
| Admin fee / account holder | $7,719 | $4,536+70.2% | $5,959+29.5% | $5,306+45.5% |