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 | $69,285 | $175,202-60.5% | $149,673-53.7% | $139,434-50.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.41% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,296 | $5,474-39.8% | $4,818-31.6% | $4,751-30.6% |
| Participant deferral / active EE | $2,929 | $6,519-55.1% | $5,680-48.4% | $6,710-56.4% |
| Admin fee / account holder | $757 | $16,150-95.3% | $13,210-94.3% | $11,403-93.4% |