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 | $54,196 | $77,899-30.4% | $149,673-63.8% | $75,163-27.9% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 16.50% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,089 | $3,137-33.4% | $4,818-56.6% | $2,670-21.8% |
| Participant deferral / active EE | $4,535 | $3,411+33.0% | $5,680-20.2% | $4,125+9.9% |
| Admin fee / account holder | $11,312 | $5,956+89.9% | $13,210-14.4% | $5,651+100.2% |