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 | $59,178 | $103,376-42.8% | $87,100-32.1% | $152,861-61.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 19.88% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,250 | $3,220-61.2% | $2,521-50.4% | $4,762-73.8% |
| Participant deferral / active EE | $1,887 | $4,778-60.5% | $4,049-53.4% | $5,850-67.7% |
| Admin fee / account holder | $1,989 | $12,205-83.7% | $7,497-73.5% | $11,596-82.9% |