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 | $62,822 | $163,101-61.5% | $136,749-54.1% | $142,382-55.9% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 13.84% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $13,694 | $4,117+232.7% | $3,400+302.8% | $4,299+218.5% |
| Participant deferral / active EE | $6,544 | $5,585+17.2% | $4,692+39.5% | $6,507+0.6% |
| Admin fee / account holder | $2,081 | $14,318-85.5% | $11,386-81.7% | $12,624-83.5% |