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 | $135,218 | $115,708+16.9% | $65,255+107.2% | $139,434-3.0% |
| Participation rate | 88.9% | 67.8%+21.1pp | 65.0%+23.9pp | 80.3%+8.6pp |
| Annual return | 9.97% | 31.19%-21.2pp | 47.35%-37.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,209 | $2,599-53.5% | $1,691-28.5% | $4,751-74.6% |
| Participant deferral / active EE | $6,862 | $4,240+61.9% | $2,831+142.4% | $6,710+2.3% |
| Admin fee / account holder | $2,716 | $6,698-59.4% | $4,112-33.9% | $11,403-76.2% |