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 | $75,972 | $89,753-15.4% | $107,525-29.3% | $84,808-10.4% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 15.18% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,910 | $3,113+25.6% | $3,754+4.2% | $2,631+48.6% |
| Participant deferral / active EE | $7,209 | $4,056+77.7% | $5,116+40.9% | $4,212+71.2% |
| Admin fee / account holder | $17,121 | $7,222+137.1% | $8,919+92.0% | $7,344+133.1% |