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 | $65,960 | $121,625-45.8% | $104,607-36.9% | $158,922-58.5% |
| Participation rate | 95.5% | 77.5%+17.9pp | 74.1%+21.4pp | 82.0%+13.5pp |
| Annual return | 20.84% | 465.26%-444.4pp | 340.46%-319.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,798 | $3,163-11.5% | $2,681+4.4% | $4,761-41.2% |
| Participant deferral / active EE | $1,915 | $4,177-54.2% | $3,740-48.8% | $5,982-68.0% |
| Admin fee / account holder | $1,351 | $7,787-82.7% | $6,473-79.1% | $11,246-88.0% |