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 | $63,764 | $99,985-36.2% | $146,665-56.5% | $85,850-25.7% |
| Participation rate | 90.2% | 73.1%+17.1pp | 80.1%+10.1pp | 69.3%+20.9pp |
| Annual return | 13.41% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,736 | $2,559-32.1% | $4,136-58.0% | $2,565-32.3% |
| Participant deferral / active EE | $3,456 | $4,006-13.7% | $5,506-37.2% | $3,952-12.6% |
| Admin fee / account holder | $2,289 | $7,702-70.3% | $10,280-77.7% | $6,260-63.4% |