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 | $81,324 | $133,958-39.3% | $112,228-27.5% | $134,475-39.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | 3.31% | 47.11%-43.8pp | 27.45%-24.1pp | 417.96%-414.6pp |
| Employer contribution / active EE | $2,058 | $4,038-49.0% | $3,635-43.4% | $4,740-56.6% |
| Participant deferral / active EE | $4,007 | $5,291-24.3% | $4,728-15.3% | $6,400-37.4% |
| Admin fee / account holder | $1,117 | $7,489-85.1% | $6,410-82.6% | $11,426-90.2% |