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 | $61,775 | $100,041-38.3% | $149,718-58.7% | $70,131-11.9% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.1pp | 69.5%+26.6pp |
| Annual return | 20.53% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,564 | $3,662-57.3% | $5,445-71.3% | $2,342-33.2% |
| Participant deferral / active EE | $5,136 | $4,983+3.1% | $6,569-21.8% | $3,332+54.2% |
| Admin fee / account holder | $559 | $8,286-93.3% | $11,283-95.0% | $4,645-88.0% |