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 | $60,384 | $85,766-29.6% | $136,294-55.7% | $70,131-13.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 20.94% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,787 | $2,966-6.0% | $4,695-40.6% | $2,342+19.0% |
| Participant deferral / active EE | $6,980 | $5,051+38.2% | $6,247+11.7% | $3,332+109.5% |
| Admin fee / account holder | $5,834 | $5,420+7.6% | $9,243-36.9% | $4,645+25.6% |