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 | $78,514 | $85,766-8.5% | $136,294-42.4% | $70,131+12.0% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 20.55% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,160 | $2,966-60.9% | $4,695-75.3% | $2,342-50.5% |
| Participant deferral / active EE | $7,073 | $5,051+40.0% | $6,247+13.2% | $3,332+112.3% |
| Admin fee / account holder | $4,685 | $5,420-13.6% | $9,243-49.3% | $4,645+0.9% |