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 | $65,159 | $73,933-11.9% | $96,683-32.6% | $75,163-13.3% |
| Participation rate | 70.3% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.1pp |
| Annual return | 20.77% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,595 | $2,928-11.4% | $3,737-30.6% | $2,670-2.8% |
| Participant deferral / active EE | $4,214 | $3,659+15.2% | $4,878-13.6% | $4,125+2.1% |
| Admin fee / account holder | $449 | $5,216-91.4% | $6,730-93.3% | $5,651-92.1% |