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 | $63,354 | $77,314-18.1% | $177,989-64.4% | $80,856-21.6% |
| Participation rate | 86.0% | 65.7%+20.3pp | 77.1%+9.0pp | 67.6%+18.4pp |
| Annual return | 11.72% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,900 | $2,292-17.1% | $3,949-51.9% | $2,755-31.0% |
| Participant deferral / active EE | $2,624 | $4,411-40.5% | $6,276-58.2% | $4,296-38.9% |
| Admin fee / account holder | $7,077 | $7,191-1.6% | $10,363-31.7% | $6,918+2.3% |