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 | $82,627 | $80,724+2.4% | $103,333-20.0% | $74,495+10.9% |
| Participation rate | 84.5% | 65.7%+18.8pp | 74.5%+10.0pp | 67.2%+17.3pp |
| Annual return | 14.56% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,566 | $3,157+44.6% | $3,868+18.0% | $2,623+74.1% |
| Participant deferral / active EE | $6,277 | $3,860+62.6% | $5,057+24.1% | $4,346+44.4% |
| Admin fee / account holder | $1,969 | $2,368-16.9% | $8,355-76.4% | $1,942+1.4% |