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 | $79,345 | $172,111-53.9% | $150,298-47.2% | $137,256-42.2% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 14.38% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,630 | $4,636-43.3% | $4,154-36.7% | $4,156-36.7% |
| Participant deferral / active EE | $5,386 | $6,166-12.6% | $5,453-1.2% | $6,407-15.9% |
| Admin fee / account holder | $4,976 | $16,471-69.8% | $14,116-64.7% | $12,270-59.4% |