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 | $132,613 | $111,814+18.6% | $103,374+28.3% | $145,959-9.1% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.79% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,072 | $4,214-74.6% | $3,869-72.3% | $4,661-77.0% |
| Participant deferral / active EE | $4,606 | $5,618-18.0% | $5,058-8.9% | $6,689-31.1% |
| Admin fee / account holder | $1,416 | $9,754-85.5% | $8,394-83.1% | $13,398-89.4% |