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 | $74,685 | $54,762+36.4% | $90,281-17.3% | $72,985+2.3% |
| Participation rate | 93.8% | 65.1%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 19.91% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,610 | $2,092-23.0% | $2,854-43.6% | $2,440-34.0% |
| Participant deferral / active EE | $2,490 | $2,887-13.7% | $3,885-35.9% | $3,607-31.0% |
| Admin fee / account holder | $1,468 | $3,972-63.0% | $5,351-72.6% | $5,124-71.4% |