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 | $73,103 | $91,552-20.2% | $133,956-45.4% | $79,858-8.5% |
| Participation rate | 98.1% | 73.3%+24.7pp | 79.8%+18.2pp | 69.6%+28.4pp |
| Annual return | 23.24% | 61.85%-38.6pp | 45.09%-21.9pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,477 | $2,384-38.0% | $3,919-62.3% | $2,471-40.2% |
| Participant deferral / active EE | $4,666 | $3,733+25.0% | $5,048-7.6% | $3,740+24.8% |
| Admin fee / account holder | $13,777 | $6,321+118.0% | $8,927+54.3% | $5,306+159.6% |