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 | $71,633 | $65,365+9.6% | $92,893-22.9% | $72,985-1.9% |
| Participation rate | 88.4% | 68.3%+20.1pp | 76.0%+12.4pp | 69.5%+18.9pp |
| Annual return | 21.93% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $8,024 | $2,594+209.3% | $3,653+119.7% | $2,440+228.9% |
| Participant deferral / active EE | $3,149 | $3,128+0.6% | $4,236-25.7% | $3,607-12.7% |
| Admin fee / account holder | $4,079 | $4,251-4.0% | $5,794-29.6% | $5,124-20.4% |