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 | $73,520 | $74,888-1.8% | $71,209+3.2% | $142,382-48.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.17% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,227 | $2,854+48.1% | $2,721+55.3% | $4,299-1.7% |
| Participant deferral / active EE | $8,670 | $4,454+94.6% | $4,175+107.6% | $6,507+33.2% |
| Admin fee / account holder | $4,412 | $5,568-20.8% | $5,349-17.5% | $12,624-65.1% |