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 | $85,788 | $67,411+27.3% | $91,001-5.7% | $70,131+22.3% |
| Participation rate | 85.5% | 71.4%+14.2pp | 75.6%+9.9pp | 69.5%+16.0pp |
| Annual return | 21.24% | -40.16%+61.4pp | 4.60%+16.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $8,189 | $1,786+358.5% | $2,456+233.5% | $2,342+249.6% |
| Participant deferral / active EE | $4,790 | $2,823+69.7% | $3,547+35.0% | $3,332+43.8% |
| Admin fee / account holder | $1,012 | $4,236-76.1% | $5,417-81.3% | $4,645-78.2% |