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 | $79,098 | $78,422+0.9% | $95,952-17.6% | $79,858-1.0% |
| Participation rate | 98.1% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 23.15% | 19.37%+3.8pp | 91.61%-68.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,085 | $1,945-44.2% | $2,541-57.3% | $2,471-56.1% |
| Participant deferral / active EE | $3,072 | $3,440-10.7% | $4,167-26.3% | $3,740-17.9% |
| Admin fee / account holder | $808 | $5,622-85.6% | $6,795-88.1% | $5,306-84.8% |