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 | $58,554 | $133,922-56.3% | $116,228-49.6% | $142,382-58.9% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.6%+15.9pp | 80.1%+10.4pp |
| Annual return | 10.25% | 147.76%-137.5pp | 90.06%-79.8pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,106 | $3,446-67.9% | $2,994-63.1% | $4,299-74.3% |
| Participant deferral / active EE | $4,741 | $5,672-16.4% | $4,953-4.3% | $6,507-27.1% |
| Admin fee / account holder | $20,160 | $14,945+34.9% | $11,989+68.2% | $12,624+59.7% |