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 | $60,244 | $73,933-18.5% | $96,683-37.7% | $75,163-19.8% |
| Participation rate | 73.8% | 66.4%+7.3pp | 74.3%-0.6pp | 67.2%+6.6pp |
| Annual return | 22.17% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,691 | $2,928+26.1% | $3,737-1.2% | $2,670+38.3% |
| Participant deferral / active EE | $6,902 | $3,659+88.6% | $4,878+41.5% | $4,125+67.3% |
| Admin fee / account holder | $4,287 | $5,216-17.8% | $6,730-36.3% | $5,651-24.1% |