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 | $68,670 | $81,248-15.5% | $155,509-55.8% | $80,856-15.1% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.5pp | 67.6%+21.0pp |
| Annual return | 13.33% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,249 | $3,100+69.3% | $4,672+12.3% | $2,755+90.6% |
| Participant deferral / active EE | $8,279 | $3,452+139.9% | $5,626+47.2% | $4,296+92.7% |
| Admin fee / account holder | $19,258 | $7,997+140.8% | $15,912+21.0% | $6,918+178.4% |