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 | $61,788 | $86,286-28.4% | $111,297-44.5% | $85,850-28.0% |
| Participation rate | 81.6% | 73.3%+8.3pp | 77.3%+4.3pp | 69.3%+12.3pp |
| Annual return | 13.96% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,152 | $2,043-43.6% | $2,731-57.8% | $2,565-55.1% |
| Participant deferral / active EE | $3,285 | $3,641-9.8% | $4,487-26.8% | $3,952-16.9% |
| Admin fee / account holder | $17,150 | $8,188+109.5% | $7,964+115.3% | $6,260+174.0% |