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 | $54,380 | $183,519-70.4% | $155,509-65.0% | $145,922-62.7% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 9.49% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,538 | $5,313-52.2% | $4,672-45.7% | $4,660-45.5% |
| Participant deferral / active EE | $1,944 | $6,462-69.9% | $5,626-65.4% | $6,688-70.9% |
| Admin fee / account holder | $2,665 | $19,313-86.2% | $15,912-83.3% | $13,397-80.1% |