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 | $169,856 | $125,758+35.1% | $169,993-0.1% | $75,163+126.0% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 14.87% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $8,289 | $4,615+79.6% | $6,785+22.2% | $2,670+210.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $13,996 | $8,173+71.2% | $12,815+9.2% | $5,651+147.7% |