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 | $60,091 | $80,673-25.5% | $101,326-40.7% | $84,808-29.1% |
| Participation rate | 98.8% | 77.8%+21.0pp | 81.5%+17.3pp | 68.3%+30.5pp |
| Annual return | 20.70% | 38.95%-18.3pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,578 | $2,698-41.5% | $3,665-56.9% | $2,631-40.0% |
| Participant deferral / active EE | $9,466 | $6,840+38.4% | $7,994+18.4% | $4,212+124.8% |
| Admin fee / account holder | $2,839 | $12,784-77.8% | $11,185-74.6% | $7,344-61.3% |