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 | $70,372 | $85,202-17.4% | $172,739-59.3% | $72,985-3.6% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 21.12% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $965 | $3,324-71.0% | $5,143-81.2% | $2,440-60.5% |
| Participant deferral / active EE | $4,231 | $3,260+29.8% | $5,198-18.6% | $3,607+17.3% |
| Admin fee / account holder | $5,651 | $5,884-4.0% | $13,954-59.5% | $5,124+10.3% |