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 | $76,081 | $63,346+20.1% | $92,233-17.5% | $70,131+8.5% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 19.52% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $5,169 | $2,471+109.2% | $3,679+40.5% | $2,342+120.7% |
| Participant deferral / active EE | $4,239 | $2,854+48.5% | $3,897+8.8% | $3,332+27.2% |
| Admin fee / account holder | $2,477 | $3,840-35.5% | $5,194-52.3% | $4,645-46.7% |