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 | $95,875 | $124,425-22.9% | $112,040-14.4% | $137,256-30.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 10.65% | 24.72%-14.1pp | 24.52%-13.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,520 | $3,411-55.4% | $2,954-48.5% | $4,156-63.4% |
| Participant deferral / active EE | $3,428 | $5,718-40.1% | $5,098-32.8% | $6,407-46.5% |
| Admin fee / account holder | $3,071 | $15,207-79.8% | $12,098-74.6% | $12,270-75.0% |