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 | $76,455 | $45,035+69.8% | $62,995+21.4% | $70,131+9.0% |
| Participation rate | 95.5% | 69.5%+25.9pp | 74.8%+20.6pp | 69.5%+25.9pp |
| Annual return | 14.33% | 18.76%-4.4pp | 87.57%-73.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $7,627 | $2,051+271.8% | $2,759+176.4% | $2,342+225.6% |
| Participant deferral / active EE | $4,473 | $2,465+81.5% | $3,329+34.4% | $3,332+34.3% |
| Admin fee / account holder | $4,728 | $2,834+66.8% | $3,600+31.3% | $4,645+1.8% |