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 | $78,385 | $72,404+8.3% | $110,238-28.9% | $64,186+22.1% |
| Participation rate | 82.7% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 6.25% | -6.29%+12.5pp | 314.74%-308.5pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,284 | $2,282-43.7% | $3,826-66.4% | $2,381-46.1% |
| Participant deferral / active EE | $3,423 | $3,469-1.3% | $4,672-26.7% | $3,470-1.3% |
| Admin fee / account holder | $1,392 | $5,664-75.4% | $8,547-83.7% | $4,888-71.5% |