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 | $60,904 | $89,355-31.8% | $141,162-56.9% | $72,985-16.6% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 23.16% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,469 | $3,114-52.8% | $4,735-69.0% | $2,440-39.8% |
| Participant deferral / active EE | $3,673 | $5,418-32.2% | $6,709-45.3% | $3,607+1.8% |
| Admin fee / account holder | $878 | $5,958-85.3% | $10,261-91.4% | $5,124-82.9% |