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 | $64,763 | $154,228-58.0% | $145,433-55.5% | $137,256-52.8% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,125 | $4,804-55.8% | $4,554-53.3% | $4,156-48.9% |
| Participant deferral / active EE | $7,611 | $8,216-7.4% | $7,897-3.6% | $6,407+18.8% |
| Admin fee / account holder | $1,843 | $14,344-87.1% | $13,129-86.0% | $12,270-85.0% |