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 | $116,933 | $71,370+63.8% | $206,214-43.3% | $71,370+63.8% |
| Participation rate | 92.2% | 55.1%+37.0pp | 82.4%+9.8pp | 55.1%+37.0pp |
| Annual return | 16.26% | 15.87%+0.4pp | -1.60%+17.9pp | 15.87%+0.4pp |
| Employer contribution / active EE | $2,363 | $1,874+26.0% | $5,967-60.4% | $1,874+26.0% |
| Participant deferral / active EE | $6,681 | $2,656+151.6% | $4,649+43.7% | $2,656+151.6% |
| Admin fee / account holder | $27,858 | $6,050+360.4% | $13,671+103.8% | $6,050+360.4% |