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 | $79,555 | $79,944-0.5% | $98,439-19.2% | $75,163+5.8% |
| Participation rate | 96.8% | 70.4%+26.5pp | 75.2%+21.7pp | 67.2%+29.7pp |
| Annual return | 19.81% | 19.75%+0.1pp | 21.16%-1.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,316 | $2,264+2.3% | $3,048-24.0% | $2,670-13.3% |
| Participant deferral / active EE | $3,632 | $3,752-3.2% | $4,738-23.3% | $4,125-12.0% |
| Admin fee / account holder | $4,780 | $6,840-30.1% | $8,948-46.6% | $5,651-15.4% |