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 | $72,796 | $80,968-10.1% | $96,544-24.6% | $75,163-3.1% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 24.24% | 27.06%-2.8pp | 25.84%-1.6pp | 160.62%-136.4pp |
| Employer contribution / active EE | $5,499 | $2,282+141.0% | $2,965+85.5% | $2,670+106.0% |
| Participant deferral / active EE | $5,350 | $3,928+36.2% | $4,851+10.3% | $4,125+29.7% |
| Admin fee / account holder | $5,521 | $6,724-17.9% | $8,252-33.1% | $5,651-2.3% |