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 5-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 | $62,353 | $74,888-16.7% | $71,209-12.4% | $142,382-56.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.57% | 345.14%-324.6pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,912 | $2,854-33.0% | $2,721-29.7% | $4,299-55.5% |
| Participant deferral / active EE | $8,954 | $4,454+101.0% | $4,175+114.5% | $6,507+37.6% |
| Admin fee / account holder | $1,616 | $5,568-71.0% | $5,349-69.8% | $12,624-87.2% |