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 | $63,579 | $112,096-43.3% | $95,952-33.7% | $158,922-60.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 9.90% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,742 | $3,198-45.5% | $2,541-31.5% | $4,761-63.4% |
| Participant deferral / active EE | $3,353 | $4,784-29.9% | $4,167-19.5% | $5,982-44.0% |
| Admin fee / account holder | $8,625 | $10,130-14.9% | $6,795+26.9% | $11,246-23.3% |