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 | $68,858 | $72,071-4.5% | $68,368+0.7% | $137,256-49.8% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 19.68% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,470 | $2,788+24.5% | $2,649+31.0% | $4,156-16.5% |
| Participant deferral / active EE | $6,055 | $4,410+37.3% | $4,123+46.9% | $6,407-5.5% |
| Admin fee / account holder | $2,080 | $5,336-61.0% | $5,150-59.6% | $12,270-83.0% |