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 | $87,911 | $93,571-6.0% | $135,903-35.3% | $75,163+17.0% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 22.55% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $4,804 | $3,537+35.8% | $4,856-1.1% | $2,670+80.0% |
| Participant deferral / active EE | $7,437 | $6,404+16.1% | $7,758-4.1% | $4,125+80.3% |
| Admin fee / account holder | $4,220 | $6,975-39.5% | $10,762-60.8% | $5,651-25.3% |