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 | $56,866 | $112,881-49.6% | $90,951-37.5% | $158,922-64.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 11.36% | 215.79%-204.4pp | 134.60%-123.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,537 | $2,893-46.9% | $2,122-27.6% | $4,761-67.7% |
| Participant deferral / active EE | $1,923 | $4,128-53.4% | $3,373-43.0% | $5,982-67.8% |
| Admin fee / account holder | $11,153 | $8,041+38.7% | $5,959+87.2% | $11,246-0.8% |