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 | $83,407 | $133,922-37.7% | $116,228-28.2% | $142,382-41.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 14.34% | 147.76%-133.4pp | 90.06%-75.7pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,988 | $3,446-42.3% | $2,994-33.6% | $4,299-53.8% |
| Participant deferral / active EE | $4,609 | $5,672-18.7% | $4,953-7.0% | $6,507-29.2% |
| Admin fee / account holder | $836 | $14,945-94.4% | $11,989-93.0% | $12,624-93.4% |