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 | $63,162 | $77,899-18.9% | $149,673-57.8% | $75,163-16.0% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 13.58% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $5,912 | $3,137+88.4% | $4,818+22.7% | $2,670+121.4% |
| Participant deferral / active EE | $5,602 | $3,411+64.2% | $5,680-1.4% | $4,125+35.8% |
| Admin fee / account holder | $25,124 | $5,956+321.8% | $13,210+90.2% | $5,651+344.6% |