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 | $58,635 | $209,411-72.0% | $178,490-67.1% | $158,922-63.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 8.79% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,448 | $5,706-74.6% | $5,011-71.1% | $4,761-69.6% |
| Participant deferral / active EE | $3,901 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $7,948 | $17,074-53.4% | $13,984-43.2% | $11,246-29.3% |