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 | $87,375 | $124,281-29.7% | $109,143-19.9% | $167,490-47.8% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 10.62% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,565 | $4,207-62.8% | $3,722-57.9% | $4,837-67.6% |
| Participant deferral / active EE | $2,885 | $5,255-45.1% | $4,653-38.0% | $6,341-54.5% |
| Admin fee / account holder | $3,059 | $7,970-61.6% | $6,752-54.7% | $12,309-75.1% |