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 | $68,384 | $100,041-31.6% | $149,718-54.3% | $70,131-2.5% |
| Participation rate | 93.7% | 83.6%+10.1pp | 87.1%+6.6pp | 69.5%+24.1pp |
| Annual return | 17.13% | 27.43%-10.3pp | 1501.63%-1484.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,702 | $3,662-53.5% | $5,445-68.7% | $2,342-27.3% |
| Participant deferral / active EE | $4,945 | $4,983-0.7% | $6,569-24.7% | $3,332+48.4% |
| Admin fee / account holder | $1,229 | $8,286-85.2% | $11,283-89.1% | $4,645-73.6% |