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 | $84,198 | $227,553-63.0% | $189,557-55.6% | $167,490-49.7% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.4%+6.6pp | 82.1%+2.9pp |
| Annual return | 19.23% | 78.40%-59.2pp | 64.17%-44.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $3,209 | $5,316-39.6% | $4,412-27.3% | $4,837-33.7% |
| Participant deferral / active EE | $6,878 | $7,002-1.8% | $6,174+11.4% | $6,341+8.5% |
| Admin fee / account holder | $3,454 | $11,878-70.9% | $9,807-64.8% | $12,309-71.9% |