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 | $69,882 | $53,127+31.5% | $86,590-19.3% | $70,131-0.4% |
| Participation rate | 88.5% | 65.3%+23.2pp | 73.5%+14.9pp | 69.5%+18.9pp |
| Annual return | 14.84% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,873 | $2,068-9.4% | $2,839-34.0% | $2,342-20.0% |
| Participant deferral / active EE | $4,596 | $2,696+70.5% | $3,609+27.4% | $3,332+38.0% |
| Admin fee / account holder | $808 | $3,585-77.5% | $4,906-83.5% | $4,645-82.6% |