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 | $78,702 | $95,416-17.5% | $185,823-57.6% | $85,850-8.3% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+14.0pp | 69.3%+26.3pp |
| Annual return | 13.66% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $8,702 | $3,314+162.6% | $5,167+68.4% | $2,565+239.2% |
| Participant deferral / active EE | $8,407 | $3,423+145.6% | $5,568+51.0% | $3,952+112.7% |
| Admin fee / account holder | $1,656 | $7,213-77.0% | $16,237-89.8% | $6,260-73.5% |