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 | $66,989 | $103,376-35.2% | $87,100-23.1% | $152,861-56.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 21.84% | 28.10%-6.3pp | 28.19%-6.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,810 | $3,220-43.8% | $2,521-28.2% | $4,762-62.0% |
| Participant deferral / active EE | $4,508 | $4,778-5.7% | $4,049+11.3% | $5,850-22.9% |
| Admin fee / account holder | $5,350 | $12,205-56.2% | $7,497-28.6% | $11,596-53.9% |