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 | $63,161 | $159,602-60.4% | $150,045-57.9% | $142,382-55.6% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 12.60% | 70.24%-57.6pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,033 | $4,961-79.2% | $4,693-78.0% | $4,299-76.0% |
| Participant deferral / active EE | $5,163 | $8,310-37.9% | $7,997-35.4% | $6,507-20.7% |
| Admin fee / account holder | $10,762 | $14,846-27.5% | $13,435-19.9% | $12,624-14.7% |