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 | $62,431 | $80,724-22.7% | $103,333-39.6% | $74,495-16.2% |
| Participation rate | 81.4% | 65.7%+15.7pp | 74.5%+6.9pp | 67.2%+14.2pp |
| Annual return | 13.57% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $10,538 | $3,157+233.8% | $3,868+172.5% | $2,623+301.8% |
| Participant deferral / active EE | $1,739 | $3,860-55.0% | $5,057-65.6% | $4,346-60.0% |
| Admin fee / account holder | $2,065 | $2,368-12.8% | $8,355-75.3% | $1,942+6.4% |