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 | $73,842 | $110,257-33.0% | $96,544-23.5% | $139,434-47.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 10.86% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $10,617 | $3,620+193.3% | $2,965+258.1% | $4,751+123.5% |
| Participant deferral / active EE | $9,538 | $5,548+71.9% | $4,851+96.6% | $6,710+42.1% |
| Admin fee / account holder | $11,820 | $11,591+2.0% | $8,252+43.2% | $11,403+3.7% |