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 | $66,457 | $93,571-29.0% | $135,903-51.1% | $75,163-11.6% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 19.69% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,527 | $3,537-56.8% | $4,856-68.5% | $2,670-42.8% |
| Participant deferral / active EE | $3,780 | $6,404-41.0% | $7,758-51.3% | $4,125-8.4% |
| Admin fee / account holder | $5,984 | $6,975-14.2% | $10,762-44.4% | $5,651+5.9% |