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 | $59,771 | $77,899-23.3% | $149,673-60.1% | $75,163-20.5% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 14.10% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,349 | $3,137-57.0% | $4,818-72.0% | $2,670-49.5% |
| Participant deferral / active EE | $4,370 | $3,411+28.1% | $5,680-23.1% | $4,125+5.9% |
| Admin fee / account holder | $7,885 | $5,956+32.4% | $13,210-40.3% | $5,651+39.5% |