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 | $54,670 | $77,634-29.6% | $156,549-65.1% | $62,891-13.1% |
| Participation rate | 73.5% | 71.2%+2.3pp | 84.0%-10.5pp | 69.3%+4.2pp |
| Annual return | 7.01% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,811 | $3,444-47.4% | $5,501-67.1% | $2,281-20.6% |
| Participant deferral / active EE | $3,852 | $3,045+26.5% | $4,871-20.9% | $3,203+20.3% |
| Admin fee / account holder | $10,445 | $5,561+87.8% | $13,027-19.8% | $4,296+143.2% |