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 | $60,293 | $56,199+7.3% | $67,652-10.9% | $59,632+1.1% |
| Participation rate | 79.7% | 71.5%+8.2pp | 75.7%+4.0pp | 68.7%+11.0pp |
| Annual return | 0.54% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,948 | $1,614+20.7% | $2,266-14.0% | $2,203-11.5% |
| Participant deferral / active EE | $4,184 | $2,844+47.1% | $3,560+17.5% | $3,192+31.1% |
| Admin fee / account holder | $3,822 | $3,958-3.4% | $4,821-20.7% | $4,297-11.1% |