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 | $83,100 | $78,672+5.6% | $109,143-23.9% | $85,850-3.2% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 12.43% | 25.09%-12.7pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $5,426 | $2,735+98.4% | $3,722+45.8% | $2,565+111.5% |
| Participant deferral / active EE | $3,102 | $3,467-10.5% | $4,653-33.3% | $3,952-21.5% |
| Admin fee / account holder | $18,547 | $5,469+239.1% | $6,752+174.7% | $6,260+196.3% |