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 | $82,949 | $104,251-20.4% | $91,001-8.8% | $147,584-43.8% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 13.56% | 27.06%-13.5pp | 4.60%+9.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,301 | $3,116-58.2% | $2,456-47.0% | $4,876-73.3% |
| Participant deferral / active EE | $2,302 | $4,195-45.1% | $3,547-35.1% | $5,439-57.7% |
| Admin fee / account holder | $1,541 | $8,948-82.8% | $5,417-71.6% | $10,885-85.8% |