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 | $61,830 | $127,065-51.3% | $113,168-45.4% | $142,382-56.6% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 14.13% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,764 | $3,442-48.8% | $2,975-40.7% | $4,299-59.0% |
| Participant deferral / active EE | $4,659 | $5,716-18.5% | $5,107-8.8% | $6,507-28.4% |
| Admin fee / account holder | $61,120 | $15,736+288.4% | $12,068+406.5% | $12,624+384.2% |