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 | $61,083 | $105,931-42.3% | $81,930-25.4% | $158,922-61.6% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 9.17% | 38.17%-29.0pp | 29.49%-20.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,445 | $7,800-81.5% | $4,310-66.5% | $4,761-69.7% |
| Participant deferral / active EE | $3,678 | $13,003-71.7% | $7,107-48.2% | $5,982-38.5% |
| Admin fee / account holder | $463 | $8,489-94.5% | $5,158-91.0% | $11,246-95.9% |