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 | $64,133 | $64,324-0.3% | $118,925-46.1% | $79,858-19.7% |
| Participation rate | 93.3% | 64.9%+28.5pp | 75.4%+18.0pp | 69.6%+23.7pp |
| Annual return | 16.12% | 86.45%-70.3pp | 35.88%-19.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,220 | $1,836+20.9% | $3,263-31.9% | $2,471-10.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $585 | $4,040-85.5% | $6,581-91.1% | $5,306-89.0% |