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 | $53,470 | $176,377-69.7% | $134,143-60.1% | $158,922-66.4% |
| Participation rate | 92.9% | 78.7%+14.2pp | 72.2%+20.7pp | 82.0%+10.9pp |
| Annual return | 21.20% | 63.63%-42.4pp | 36.33%-15.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,623 | $5,040-67.8% | $3,704-56.2% | $4,761-65.9% |
| Participant deferral / active EE | $4,903 | $4,091+19.8% | $3,499+40.1% | $5,982-18.0% |
| Admin fee / account holder | $8,049 | $8,718-7.7% | $6,684+20.4% | $11,246-28.4% |