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 | $159,756 | $89,753+78.0% | $107,525+48.6% | $84,808+88.4% |
| Participation rate | 81.8% | 68.1%+13.8pp | 75.1%+6.7pp | 68.3%+13.5pp |
| Annual return | 15.52% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,004 | $3,113-35.6% | $3,754-46.6% | $2,631-23.8% |
| Participant deferral / active EE | $3,790 | $4,056-6.6% | $5,116-25.9% | $4,212-10.0% |
| Admin fee / account holder | $1,780 | $7,222-75.3% | $8,919-80.0% | $7,344-75.8% |