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 | $60,462 | $57,354+5.4% | $83,848-27.9% | $64,186-5.8% |
| Participation rate | 86.5% | 68.6%+17.9pp | 76.1%+10.3pp | 69.6%+16.9pp |
| Annual return | 17.04% | 11.38%+5.7pp | 850.88%-833.8pp | 7.63%+9.4pp |
| Employer contribution / active EE | $3,674 | $2,545+44.3% | $3,631+1.2% | $2,381+54.3% |
| Participant deferral / active EE | $6,500 | $2,993+117.2% | $4,082+59.3% | $3,470+87.3% |
| Admin fee / account holder | $1,516 | $4,046-62.5% | $5,478-72.3% | $4,888-69.0% |