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 | $60,760 | $85,766-29.2% | $136,294-55.4% | $70,131-13.4% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 30.27% | 31.45%-1.2pp | 5155.94%-5125.7pp | 73.14%-42.9pp |
| Employer contribution / active EE | $4,535 | $2,966+52.9% | $4,695-3.4% | $2,342+93.6% |
| Participant deferral / active EE | $8,027 | $5,051+58.9% | $6,247+28.5% | $3,332+140.9% |
| Admin fee / account holder | $1,502 | $5,420-72.3% | $9,243-83.8% | $4,645-67.7% |