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 | $81,508 | $95,416-14.6% | $185,823-56.1% | $85,850-5.1% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 15.77% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $5,203 | $3,314+57.0% | $5,167+0.7% | $2,565+102.8% |
| Participant deferral / active EE | $7,872 | $3,423+129.9% | $5,568+41.4% | $3,952+99.2% |
| Admin fee / account holder | $2,289 | $7,213-68.3% | $16,237-85.9% | $6,260-63.4% |