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 | $61,403 | $79,944-23.2% | $98,439-37.6% | $75,163-18.3% |
| Participation rate | 78.0% | 70.4%+7.6pp | 75.2%+2.8pp | 67.2%+10.8pp |
| Annual return | 19.33% | 19.75%-0.4pp | 21.16%-1.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,783 | $2,264-21.2% | $3,048-41.5% | $2,670-33.2% |
| Participant deferral / active EE | $3,037 | $3,752-19.1% | $4,738-35.9% | $4,125-26.4% |
| Admin fee / account holder | $414 | $6,840-93.9% | $8,948-95.4% | $5,651-92.7% |