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 | $55,857 | $106,543-47.6% | $91,220-38.8% | $134,475-58.5% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | 1.36% | 160.60%-159.2pp | 114.01%-112.7pp | 417.96%-416.6pp |
| Employer contribution / active EE | $764 | $3,331-77.1% | $2,850-73.2% | $4,740-83.9% |
| Participant deferral / active EE | $3,054 | $4,719-35.3% | $4,234-27.9% | $6,400-52.3% |
| Admin fee / account holder | $18,723 | $6,231+200.5% | $5,420+245.5% | $11,426+63.9% |