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 | $48,116 | $111,754-56.9% | $103,333-53.4% | $145,922-67.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.67% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,701 | $4,212-35.9% | $3,868-30.2% | $4,660-42.0% |
| Participant deferral / active EE | $7,553 | $5,619+34.4% | $5,057+49.3% | $6,688+12.9% |
| Admin fee / account holder | $1,698 | $9,750-82.6% | $8,355-79.7% | $13,397-87.3% |