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 | $76,455 | $95,416-19.9% | $185,823-58.9% | $85,850-10.9% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 15.09% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,632 | $3,314-50.8% | $5,167-68.4% | $2,565-36.4% |
| Participant deferral / active EE | $6,005 | $3,423+75.4% | $5,568+7.8% | $3,952+52.0% |
| Admin fee / account holder | $13,139 | $7,213+82.2% | $16,237-19.1% | $6,260+109.9% |