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 | $84,121 | $96,635-12.9% | $86,612-2.9% | $139,434-39.7% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 15.32% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,414 | $3,263+35.3% | $3,022+46.0% | $4,751-7.1% |
| Participant deferral / active EE | $9,825 | $4,836+103.2% | $4,438+121.4% | $6,710+46.4% |
| Admin fee / account holder | $6,103 | $6,408-4.7% | $5,614+8.7% | $11,403-46.5% |