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 | $62,506 | $65,365-4.4% | $92,893-32.7% | $72,985-14.4% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 23.18% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,001 | $2,594-22.9% | $3,653-45.2% | $2,440-18.0% |
| Participant deferral / active EE | $6,975 | $3,128+123.0% | $4,236+64.7% | $3,607+93.3% |
| Admin fee / account holder | $2,028 | $4,251-52.3% | $5,794-65.0% | $5,124-60.4% |