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 7-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 | $72,770 | $59,101+23.1% | $77,163-5.7% | $75,163-3.2% |
| Participation rate | 93.5% | 63.9%+29.6pp | 69.6%+23.9pp | 67.2%+26.3pp |
| Annual return | 20.85% | 26.71%-5.9pp | 37.87%-17.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,181 | $1,995+159.7% | $2,535+104.4% | $2,670+94.1% |
| Participant deferral / active EE | $10,630 | $2,999+254.4% | $3,833+177.3% | $4,125+157.7% |
| Admin fee / account holder | $7,328 | $4,774+53.5% | $5,472+33.9% | $5,651+29.7% |