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 | $59,221 | $228,332-74.1% | $185,823-68.1% | $158,922-62.7% |
| Participation rate | 94.7% | 82.3%+12.4pp | 78.0%+16.7pp | 82.0%+12.8pp |
| Annual return | 15.86% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,530 | $4,967-49.1% | $4,087-38.1% | $4,761-46.9% |
| Participant deferral / active EE | $4,258 | $6,415-33.6% | $5,632-24.4% | $5,982-28.8% |
| Admin fee / account holder | $11,891 | $11,864+0.2% | $9,500+25.2% | $11,246+5.7% |