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 | $70,453 | $81,208-13.2% | $98,907-28.8% | $79,858-11.8% |
| Participation rate | 77.6% | 72.5%+5.0pp | 76.0%+1.5pp | 69.6%+7.9pp |
| Annual return | 14.09% | 60.99%-46.9pp | 196.43%-182.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $946 | $1,960-51.7% | $2,689-64.8% | $2,471-61.7% |
| Participant deferral / active EE | $3,783 | $3,265+15.9% | $4,244-10.9% | $3,740+1.1% |
| Admin fee / account holder | $8,594 | $6,013+42.9% | $6,642+29.4% | $5,306+62.0% |