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 | $61,215 | $68,346-10.4% | $94,646-35.3% | $75,163-18.6% |
| Participation rate | 93.2% | 76.1%+17.0pp | 80.8%+12.3pp | 67.2%+26.0pp |
| Annual return | 21.26% | 616.93%-595.7pp | 156.71%-135.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,860 | $2,701+5.9% | $3,672-22.1% | $2,670+7.1% |
| Participant deferral / active EE | $5,665 | $6,537-13.4% | $7,418-23.6% | $4,125+37.3% |
| Admin fee / account holder | $4,694 | $5,326-11.9% | $7,231-35.1% | $5,651-16.9% |