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 | $83,318 | $77,314+7.8% | $177,989-53.2% | $80,856+3.0% |
| Participation rate | 72.5% | 65.7%+6.8pp | 77.1%-4.6pp | 67.6%+4.9pp |
| Annual return | 18.39% | 18.09%+0.3pp | 294.48%-276.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $5,096 | $2,292+122.3% | $3,949+29.1% | $2,755+85.0% |
| Participant deferral / active EE | $7,493 | $4,411+69.9% | $6,276+19.4% | $4,296+74.4% |
| Admin fee / account holder | $3,274 | $7,191-54.5% | $10,363-68.4% | $6,918-52.7% |