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 | $62,506 | $106,890-41.5% | $84,015-25.6% | $152,861-59.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 20.21% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $437 | $2,734-84.0% | $1,983-78.0% | $4,762-90.8% |
| Participant deferral / active EE | $1,867 | $4,011-53.5% | $3,239-42.4% | $5,850-68.1% |
| Admin fee / account holder | $1,938 | $8,285-76.6% | $6,101-68.2% | $11,596-83.3% |