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 | $67,503 | $157,256-57.1% | $141,162-52.2% | $152,861-55.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 19.26% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,969 | $5,261-62.6% | $4,735-58.4% | $4,762-58.7% |
| Participant deferral / active EE | $3,909 | $7,109-45.0% | $6,709-41.7% | $5,850-33.2% |
| Admin fee / account holder | $2,644 | $12,120-78.2% | $10,261-74.2% | $11,596-77.2% |