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 | $63,585 | $58,208+9.2% | $81,812-22.3% | $80,856-21.4% |
| Participation rate | 76.3% | 63.4%+12.9pp | 72.3%+3.9pp | 67.6%+8.6pp |
| Annual return | 12.68% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,568 | $2,340+9.8% | $2,912-11.8% | $2,755-6.8% |
| Participant deferral / active EE | $5,175 | $3,281+57.7% | $4,319+19.8% | $4,296+20.5% |
| Admin fee / account holder | $1,634 | $4,981-67.2% | $7,386-77.9% | $6,918-76.4% |