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 | $60,147 | $89,753-33.0% | $107,525-44.1% | $84,808-29.1% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 14.64% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $883 | $3,113-71.6% | $3,754-76.5% | $2,631-66.4% |
| Participant deferral / active EE | $4,718 | $4,056+16.3% | $5,116-7.8% | $4,212+12.0% |
| Admin fee / account holder | $10,867 | $7,222+50.5% | $8,919+21.8% | $7,344+48.0% |