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 | $64,667 | $62,672+3.2% | $185,117-65.1% | $70,131-7.8% |
| Participation rate | 73.3% | 63.8%+9.6pp | 77.3%-3.9pp | 69.5%+3.8pp |
| Annual return | 15.97% | 40.79%-24.8pp | 40.50%-24.5pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,126 | $1,753-35.8% | $4,182-73.1% | $2,342-51.9% |
| Participant deferral / active EE | $3,698 | $3,272+13.0% | $5,045-26.7% | $3,332+11.0% |
| Admin fee / account holder | $1,703 | $3,932-56.7% | $8,159-79.1% | $4,645-63.3% |