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 | $81,672 | $114,381-28.6% | $107,525-24.0% | $142,382-42.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 13.77% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,191 | $4,015-45.4% | $3,754-41.6% | $4,299-49.0% |
| Participant deferral / active EE | $8,685 | $5,564+56.1% | $5,116+69.8% | $6,507+33.5% |
| Admin fee / account holder | $2,203 | $9,860-77.7% | $8,919-75.3% | $12,624-82.5% |