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 | $86,765 | $77,634+11.8% | $156,549-44.6% | $62,891+38.0% |
| Participation rate | 78.1% | 71.2%+6.9pp | 84.0%-5.9pp | 69.3%+8.8pp |
| Annual return | 8.81% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,051 | $3,045+295.7% | $4,871+147.4% | $3,203+276.3% |
| Admin fee / account holder | $9,388 | $5,561+68.8% | $13,027-27.9% | $4,296+118.5% |