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 | $60,846 | $89,753-32.2% | $107,525-43.4% | $84,808-28.3% |
| Participation rate | 98.2% | 68.1%+30.2pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 17.01% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,342 | $3,113-56.9% | $3,754-64.2% | $2,631-49.0% |
| Participant deferral / active EE | $4,130 | $4,056+1.8% | $5,116-19.3% | $4,212-1.9% |
| Admin fee / account holder | $1,988 | $7,222-72.5% | $8,919-77.7% | $7,344-72.9% |