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 | $62,027 | $103,376-40.0% | $87,100-28.8% | $152,861-59.4% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 10.63% | 28.10%-17.5pp | 28.19%-17.6pp | 345.32%-334.7pp |
| Employer contribution / active EE | $3,073 | $3,220-4.6% | $2,521+21.9% | $4,762-35.5% |
| Participant deferral / active EE | $3,425 | $4,778-28.3% | $4,049-15.4% | $5,850-41.5% |
| Admin fee / account holder | $1,182 | $12,205-90.3% | $7,497-84.2% | $11,596-89.8% |