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 | $105,025 | $158,398-33.7% | $126,539-17.0% | $142,382-26.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 14.37% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $587 | $4,650-87.4% | $3,674-84.0% | $4,299-86.3% |
| Participant deferral / active EE | $2,208 | $4,767-53.7% | $4,083-45.9% | $6,507-66.1% |
| Admin fee / account holder | $5,634 | $6,918-18.6% | $6,065-7.1% | $12,624-55.4% |