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 | $63,361 | $159,901-60.4% | $146,958-56.9% | $145,922-56.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 15.25% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,409 | $5,286-35.5% | $4,933-30.9% | $4,660-26.8% |
| Participant deferral / active EE | $8,284 | $8,428-1.7% | $8,070+2.7% | $6,688+23.9% |
| Admin fee / account holder | $318 | $15,044-97.9% | $12,998-97.6% | $13,397-97.6% |