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 | $63,028 | $63,861-1.3% | $104,607-39.7% | $79,858-21.1% |
| Participation rate | 97.1% | 64.9%+32.2pp | 74.1%+23.1pp | 69.6%+27.5pp |
| Annual return | 18.76% | 21.30%-2.5pp | 340.46%-321.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,887 | $1,588+81.7% | $2,681+7.7% | $2,471+16.8% |
| Participant deferral / active EE | $4,414 | $2,693+63.9% | $3,740+18.0% | $3,740+18.0% |
| Admin fee / account holder | $5,320 | $4,185+27.1% | $6,473-17.8% | $5,306+0.3% |