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 | $73,180 | $78,694-7.0% | $67,652+8.2% | $125,391-41.6% |
| Participation rate | 93.8% | 78.8%+14.9pp | 75.7%+18.1pp | 83.2%+10.6pp |
| Annual return | 5.79% | 9.46%-3.7pp | 6625.04%-6619.2pp | 282.22%-276.4pp |
| Employer contribution / active EE | $3,453 | $3,044+13.4% | $2,266+52.4% | $4,866-29.0% |
| Participant deferral / active EE | $6,354 | $4,292+48.0% | $3,560+78.5% | $5,352+18.7% |
| Admin fee / account holder | $2,050 | $7,403-72.3% | $4,821-57.5% | $9,540-78.5% |