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 | $69,161 | $58,208+18.8% | $81,812-15.5% | $80,856-14.5% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 10.81% | 41.66%-30.8pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,910 | $2,340+67.1% | $2,912+34.3% | $2,755+41.9% |
| Participant deferral / active EE | $3,397 | $3,281+3.5% | $4,319-21.3% | $4,296-20.9% |
| Admin fee / account holder | $4,138 | $4,981-16.9% | $7,386-44.0% | $6,918-40.2% |