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 | $64,330 | $107,334-40.1% | $92,893-30.7% | $152,861-57.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 14.98% | 145.58%-130.6pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,935 | $4,221-54.2% | $3,653-47.0% | $4,762-59.4% |
| Participant deferral / active EE | $3,121 | $4,845-35.6% | $4,236-26.3% | $5,850-46.6% |
| Admin fee / account holder | $30,119 | $7,079+325.4% | $5,794+419.8% | $11,596+159.7% |