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 | $72,827 | $90,503-19.5% | $78,689-7.5% | $273,961-73.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 8.67% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,809 | $3,176+145.9% | $2,851+173.9% | $4,869+60.4% |
| Participant deferral / active EE | $8,911 | $3,901+128.4% | $3,517+153.4% | $5,287+68.5% |
| Admin fee / account holder | $16,851 | $5,263+220.2% | $4,510+273.6% | $10,132+66.3% |