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 | $65,664 | $63,861+2.8% | $104,607-37.2% | $79,858-17.8% |
| Participation rate | 80.6% | 64.9%+15.6pp | 74.1%+6.5pp | 69.6%+10.9pp |
| Annual return | 11.72% | 21.30%-9.6pp | 340.46%-328.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $784 | $1,588-50.6% | $2,681-70.7% | $2,471-68.3% |
| Participant deferral / active EE | $4,297 | $2,693+59.5% | $3,740+14.9% | $3,740+14.9% |
| Admin fee / account holder | $2,937 | $4,185-29.8% | $6,473-54.6% | $5,306-44.7% |