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 | $67,206 | $78,672-14.6% | $109,143-38.4% | $85,850-21.7% |
| Participation rate | 94.7% | 68.3%+26.4pp | 75.9%+18.8pp | 69.3%+25.4pp |
| Annual return | 16.45% | 25.09%-8.6pp | 25.75%-9.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,205 | $2,735-55.9% | $3,722-67.6% | $2,565-53.0% |
| Participant deferral / active EE | $3,756 | $3,467+8.3% | $4,653-19.3% | $3,952-5.0% |
| Admin fee / account holder | $12,236 | $5,469+123.7% | $6,752+81.2% | $6,260+95.5% |