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 | $87,594 | $210,648-58.4% | $177,989-50.8% | $145,922-40.0% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 14.08% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,590 | $4,565-43.3% | $3,949-34.4% | $4,660-44.4% |
| Participant deferral / active EE | $3,147 | $6,958-54.8% | $6,276-49.9% | $6,688-52.9% |
| Admin fee / account holder | $2,239 | $12,013-81.4% | $10,363-78.4% | $13,397-83.3% |