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 | $74,029 | $62,573+18.3% | $85,682-13.6% | $85,850-13.8% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.9%+13.1pp | 69.3%+13.6pp |
| Annual return | 14.30% | 23.77%-9.5pp | 21.49%-7.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $5,657 | $1,757+222.0% | $2,618+116.1% | $2,565+120.5% |
| Participant deferral / active EE | $1,478 | $2,802-47.3% | $3,923-62.3% | $3,952-62.6% |
| Admin fee / account holder | $11,468 | $4,640+147.2% | $6,873+66.9% | $6,260+83.2% |