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 | $76,723 | $77,899-1.5% | $149,673-48.7% | $75,163+2.1% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 15.16% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,275 | $3,137-27.5% | $4,818-52.8% | $2,670-14.8% |
| Participant deferral / active EE | $7,846 | $3,411+130.0% | $5,680+38.1% | $4,125+90.2% |
| Admin fee / account holder | $13,490 | $5,956+126.5% | $13,210+2.1% | $5,651+138.7% |