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 | $88,212 | $100,773-12.5% | $88,946-0.8% | $142,382-38.0% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 20.38% | 70.18%-49.8pp | 57.82%-37.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,171 | $2,918-59.9% | $2,555-54.2% | $4,299-72.8% |
| Participant deferral / active EE | $4,553 | $5,230-12.9% | $4,581-0.6% | $6,507-30.0% |
| Admin fee / account holder | $920 | $9,693-90.5% | $8,261-88.9% | $12,624-92.7% |