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 | $61,612 | $102,382-39.8% | $147,005-58.1% | $80,874-23.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 15.10% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,351 | $3,715-36.7% | $4,934-52.4% | $2,756-14.7% |
| Participant deferral / active EE | $4,849 | $6,646-27.0% | $8,070-39.9% | $4,297+12.8% |
| Admin fee / account holder | $2,239 | $7,942-71.8% | $13,006-82.8% | $6,935-67.7% |