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 | $76,681 | $176,377-56.5% | $134,143-42.8% | $158,922-51.7% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 16.01% | 63.63%-47.6pp | 36.33%-20.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,858 | $5,040-63.1% | $3,704-49.8% | $4,761-61.0% |
| Participant deferral / active EE | $6,448 | $4,091+57.6% | $3,499+84.3% | $5,982+7.8% |
| Admin fee / account holder | $4,053 | $8,718-53.5% | $6,684-39.4% | $11,246-64.0% |