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 | $79,979 | $109,359-26.9% | $162,163-50.7% | $72,985+9.6% |
| Participation rate | 97.9% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.4pp |
| Annual return | 19.56% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,163 | $3,907-44.7% | $5,614-61.5% | $2,440-11.4% |
| Participant deferral / active EE | $5,983 | $5,481+9.2% | $7,298-18.0% | $3,607+65.9% |
| Admin fee / account holder | $665 | $7,972-91.7% | $10,843-93.9% | $5,124-87.0% |