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 | $65,477 | $78,422-16.5% | $95,952-31.8% | $79,858-18.0% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 12.91% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,140 | $1,945-41.4% | $2,541-55.1% | $2,471-53.9% |
| Participant deferral / active EE | $3,132 | $3,440-9.0% | $4,167-24.8% | $3,740-16.3% |
| Admin fee / account holder | $1,388 | $5,622-75.3% | $6,795-79.6% | $5,306-73.8% |