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 | $72,983 | $95,416-23.5% | $185,823-60.7% | $85,850-15.0% |
| Participation rate | 88.7% | 68.8%+19.9pp | 81.7%+7.0pp | 69.3%+19.3pp |
| Annual return | 15.07% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,882 | $3,314-43.2% | $5,167-63.6% | $2,565-26.6% |
| Participant deferral / active EE | $4,707 | $3,423+37.5% | $5,568-15.5% | $3,952+19.1% |
| Admin fee / account holder | $7,177 | $7,213-0.5% | $16,237-55.8% | $6,260+14.7% |