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 | $65,421 | $57,057+14.7% | $85,009-23.0% | $80,874-19.1% |
| Participation rate | 81.5% | 56.4%+25.1pp | 67.5%+14.0pp | 67.6%+13.8pp |
| Annual return | 16.65% | 21.66%-5.0pp | 66.47%-49.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $5,771 | $1,799+220.8% | $2,728+111.5% | $2,756+109.4% |
| Participant deferral / active EE | $7,138 | $3,112+129.4% | $4,522+57.9% | $4,297+66.1% |
| Admin fee / account holder | $1,833 | $4,986-63.2% | $6,153-70.2% | $6,935-73.6% |