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 | $69,029 | $172,111-59.9% | $150,298-54.1% | $137,256-49.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 20.84% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,963 | $4,636-57.7% | $4,154-52.8% | $4,156-52.8% |
| Participant deferral / active EE | $4,496 | $6,166-27.1% | $5,453-17.6% | $6,407-29.8% |
| Admin fee / account holder | $408 | $16,471-97.5% | $14,116-97.1% | $12,270-96.7% |