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 | $71,968 | $89,355-19.5% | $141,162-49.0% | $72,985-1.4% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.5%+10.6pp | 69.5%+23.5pp |
| Annual return | 25.06% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,308 | $3,114+70.4% | $4,735+12.1% | $2,440+117.5% |
| Participant deferral / active EE | $15,289 | $5,418+182.2% | $6,709+127.9% | $3,607+323.8% |
| Admin fee / account holder | $5,055 | $5,958-15.2% | $10,261-50.7% | $5,124-1.3% |