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 | $55,042 | $177,572-69.0% | $154,803-64.4% | $142,382-61.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,649 | $4,810-24.1% | $4,305-15.3% | $4,299-15.1% |
| Participant deferral / active EE | $10,551 | $6,272+68.2% | $5,540+90.4% | $6,507+62.1% |
| Admin fee / account holder | $63,178 | $16,786+276.4% | $14,329+340.9% | $12,624+400.5% |