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 | $66,839 | $148,534-55.0% | $135,903-50.8% | $139,434-52.1% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 12.82% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,637 | $5,243-30.6% | $4,856-25.1% | $4,751-23.5% |
| Participant deferral / active EE | $8,713 | $8,100+7.6% | $7,758+12.3% | $6,710+29.9% |
| Admin fee / account holder | $3,953 | $12,400-68.1% | $10,762-63.3% | $11,403-65.3% |