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 | $70,487 | $177,572-60.3% | $154,803-54.5% | $142,382-50.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 14.99% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,687 | $4,810+59.8% | $4,305+78.5% | $4,299+78.8% |
| Participant deferral / active EE | $7,022 | $6,272+12.0% | $5,540+26.7% | $6,507+7.9% |
| Admin fee / account holder | $1,990 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |