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 | $66,682 | $53,127+25.5% | $86,590-23.0% | $70,131-4.9% |
| Participation rate | 94.0% | 65.3%+28.7pp | 73.5%+20.5pp | 69.5%+24.5pp |
| Annual return | 19.40% | 27.66%-8.3pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,798 | $2,068+35.3% | $2,839-1.4% | $2,342+19.5% |
| Participant deferral / active EE | $3,434 | $2,696+27.4% | $3,609-4.8% | $3,332+3.1% |
| Admin fee / account holder | $2,396 | $3,585-33.2% | $4,906-51.2% | $4,645-48.4% |