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 | $58,623 | $159,602-63.3% | $150,045-60.9% | $142,382-58.8% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 17.11% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,918 | $4,961+39.5% | $4,693+47.4% | $4,299+60.9% |
| Participant deferral / active EE | $5,242 | $8,310-36.9% | $7,997-34.4% | $6,507-19.4% |
| Admin fee / account holder | $1,914 | $14,846-87.1% | $13,435-85.8% | $12,624-84.8% |