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 | $58,176 | $62,672-7.2% | $185,117-68.6% | $70,131-17.0% |
| Participation rate | 98.1% | 63.8%+34.3pp | 77.3%+20.8pp | 69.5%+28.5pp |
| Annual return | 20.69% | 40.79%-20.1pp | 40.50%-19.8pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,193 | $1,753+25.1% | $4,182-47.6% | $2,342-6.4% |
| Participant deferral / active EE | $5,340 | $3,272+63.2% | $5,045+5.8% | $3,332+60.3% |
| Admin fee / account holder | $443 | $3,932-88.7% | $8,159-94.6% | $4,645-90.5% |