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 | $60,079 | $47,944+25.3% | $67,834-11.4% | $62,891-4.5% |
| Participation rate | 96.4% | 61.1%+35.3pp | 68.8%+27.6pp | 69.3%+27.1pp |
| Annual return | 9.06% | 11.77%-2.7pp | 138.47%-129.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,753 | $1,562+12.2% | $2,403-27.1% | $2,281-23.2% |
| Participant deferral / active EE | $4,311 | $2,247+91.9% | $3,160+36.4% | $3,203+34.6% |
| Admin fee / account holder | $2,439 | $3,712-34.3% | $4,622-47.2% | $4,296-43.2% |