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 | $76,282 | $79,449-4.0% | $189,557-59.8% | $85,850-11.1% |
| Participation rate | 74.3% | 66.0%+8.3pp | 78.4%-4.2pp | 69.3%+5.0pp |
| Annual return | 16.20% | 18.45%-2.2pp | 64.17%-48.0pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,429 | $2,081-31.4% | $4,412-67.6% | $2,565-44.3% |
| Participant deferral / active EE | $5,379 | $4,051+32.8% | $6,174-12.9% | $3,952+36.1% |
| Admin fee / account holder | $6,010 | $5,377+11.8% | $9,807-38.7% | $6,260-4.0% |